'Revocable living trust' presentation slideshows

Financial Abuse in Estate Planning: Documents and Misuses

Financial Abuse in Estate Planning: Documents and Misuses. Creating experiences that transform the heart, mind and practice. Welcome and Housekeeping Details. Cell phones on silent or vibrate Location of restrooms and emergency exits Schedule 1 break in morning and one in afternoon

543 views • 53 slides

522 views • 50 slides

Estate Planning

Estate Planning. Mark Ricklefs CLU ChFC CFP. Caveat.

343 views • 27 slides

Estate Planning

Estate Planning. Useful Terms. Estate: the assets of a deceased person after all debts are paid Estate planning: the act of planning for how your wealth will be allocated on or before your death

484 views • 26 slides

Estate Planning

Estate Planning. Useful Terms. Estate: the assets of a deceased person after all debts are paid Estate planning: the act of planning for how your wealth will be allocated on or before your death

452 views • 26 slides

Estate Planning

Estate Planning. Useful Terms. Estate: the assets of a deceased person after all debts are paid Estate planning: the act of planning for how your wealth will be allocated on or before your death

281 views • 26 slides

Wealth Management & Estate Planning

Wealth Management & Estate Planning. Jeffrey M. Axelson, Esq. Axelson, Williamowsky, Bender & Fishman, P.C. What We Will Discuss. Transfer of Property with/without a will Wealth preservation documents Powers of attorney. Documentation. Will Power of Attorney over Finance

352 views • 21 slides

563 views • 18 slides

Trust Basics

768 views • 17 slides

Supplemental Needs Trusts

Supplemental Needs Trusts. Presented by Larry R. Rivkin on behalf of CVLS May 20, 2008. Public Benefit Programs. Exempt Assets. $2,000 Homestead property Personal effects and household goods Motor vehicle Life insurance (with restrictions) Burial funds and burial space

274 views • 17 slides

Legal Duties of Fiduciaries

Legal Duties of Fiduciaries. Lori Stiegel, American Bar Association Commission on Law & Aging Howard Berk , Illinois Disability Association Wendy Cappelletto, Office of the Public Guardian of Cook County Kerry Peck, Peck Bloom LLC. Acknowledgement.

274 views • 13 slides

Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Us?

Few people have a perception that trusts are only for the wealthy as one needs a ton of money to set up. However, tax lawyer says it is a fantastic tool for the average person to simplify things when they die or face some health issues.

30 views • 2 slides