GOLD WILL (Testamentary trust Will)
|
|
- Malcolm Barber
- 8 years ago
- Views:
Transcription
1 ESTATE PLANNING SERVICES NO HIDDEN EXTRAS OR SURPRISES: Prices include the following: Home visit to gather information: Qualified lawyers reviewing the drafts and finalising the documents with you: Full signing service at our offices: All amendments up to day of signing and 30 days beyond: All telephone calls and s: Annual review: 1 hour consultation for executors. BRONZE WILL The Bronze Will service is designed for the client with a straight forward and uncomplicated estate and distribution needs comprising liquid assets [cash, bank accounts, insurance policies, share portfolio etc] and personal property [jewellery, car, ornaments, photographs etc]. The Bronze Will provides for the appointment of executors and guardians, distributes personal gifts by way of a gift list, cash gifts and residue. Single Will - $ Couple $ SILVER WILL The Silver Will service is designed for clients with more specific wishes. You may include wishes such as alternate executors or guardians, alternate additional beneficiaries, children s or pet trusts or a disabled discretionary trust for a dependent relative. Single $ Couple $ GOLD WILL (Testamentary trust Will) The Gold Will service is designed for clients with more complex estates and distribution needs. You may include wishes such as dealing with multiple investment properties, business interests, protective property trusts, lifetime interests and resolving blended family issues. Single $ Couple $1,497.00
2 ESTATE PLANNING PACKAGES Add an Enduring Power of Attorney (EPA) with your Will for additional financial protection. In the event of your temporary or permanent incapacitation an EPA provides protection to ensure that financial decisions can be made on your behalf. An EPA can be used to deal with property, bank accounts, other finances and the exercise of many other legal rights. The nominated attorney, often the executor(s) will be able to step in and make decisions, or give effect to decisions that have already been made by you as well as manage the day to day finances. BRONZE WILL PLUS PACKAGE Single $ (Save $40) Couple $ (Save $80) SILVER WILL PLUS PACKAGE Single $ (Save $40) Couple $1, (Save $80) GOLD WILL PLUS PACKAGE Single - $1, (Save $40) Couple - $1, (Save $80) Prices exclude any Landgate registration fees, if applicable, for each Enduring Power of Attorney
3 ULTIMATE LEGAL PACKS The Ultimate Legal Packs contain the Will of your choice, Enduring Power of Attorney, plus an Enduring Power of Guardianship (EPG) An EPG ensures your health and welfare needs can be met in the event of incapacitation. This represents great value for money as well as complete and comprehensive protection BRONZE ULTIMATE LEGAL PACK Single - $ (Save $55) Couple - $ (Save $110) SILVER ULTIMATE LEGAL PACK Single - $ (Save $55) Couple - $1, (Save $110) GOLD ULTIMATE LEGAL PACK Single - $1, (Save $55) Couple - $1, (Save $110) Prices exclude any Landgate registration fee, if applicable, for each Enduring Power of Attorney
4 - QUICK GUIDES TO OTHER SERVICES - ENDURING POWER OF ATTORNEY [EPA] $ per person (+ Landgate registration fee, if applicable) Provides protection for the client to ensure that decisions can be made dealing with property, bank accounts, other finances and the exercise of many other legal rights, should the client suffer a temporary or permanent disability or is away on holidays. The nominated attorney, usually the executor(s) will be able to step in and make decisions, or give effect to decisions that have already been made by the client as well as manage the day to day finances. ENDURING POWER OF GUARDIANSHIP [EPG] $ per person The difference between an Advanced Health Directive and an Enduring Power of Guardianship is that the EPG allows the individual to specify the people they wish to empower with the future decisions on their medical and housing care. SAVE $40 BY BUYING EPA and EPG together just $240 ADVANCED HEALTH DIRECTIVE (LIVING WILL) - $195 per person The ability to be in control of medical and health circumstances in the future is important to many people and this service allows clients to give advance direction on what should happen should their future health deteriorate. This service also provides peace of mind to families in that the person's wishes are known and therefore no family member needs to make the extremely difficult decisions about terminal care of a loved one.
5 ADDITIONAL SERVICES AND FEES Probate/Letters of Administration (LOA) - with or without a Will Executors assist and support FIXED FEE FIXED FEE (With both the above services the initial consultation is FREE when fee is determined) (Fees for Probate/LOA will include Court fees, requisitions and other costs). Supervise and arrange home signing of Wills, EPoA, EPoG, AHD - $ Change ownership of property from Joint Tenants to Tenants in Common - $ Survivorship application $375 (Landgate fees for a Title Search or registration may apply and are additional when changing property ownership. For current Landgate fees see the appropriate website: DOCUMENT STORAGE provided by StoreMyDocs Pty Ltd (see attached leaflet A secure document storage service is provided with every product to ensure that documents are kept safely for the client for the eventual use that they are intended. Any number of paper documents can be stored together in the facility, Wills, house deeds, personal letters, EPA s, EPG s, Living Wills, insurance policies, passports, marriage and birth certificates etc. Fixed fee for life - $52.00 per annum IF THERE IS ANY OTHER MATTER YOU NEED ASSISTANCE WITH PLEASE CALL US ON (08) or team@willcraft.com.au These descriptions and services are correct at the time of production of this document 01/03/2015 and may be subject to alteration by way of legislation or product changes
6 Things to think about before your meeting Our Estate Planning Consultant will be looking forward to meeting with you to take your instructions. This is a list of things you should think about before your meeting. It may be useful to write your thoughts down, but it is not essential. All of the matters below are discussed in detail at your meeting. 1. THINK who your Executors should be. These people (usually 1 to 4) administer your estate, you can also nominate backup Executors. 2. THINK who should care for your minor children upon your death. 3. THINK about any specific gifts of assets or money (including to charities) that you wish to make. It is not essential to make specific gifts. 4. THINK who the main beneficiaries should be of the remainder of your assets and estate. 5. THINK who your backup beneficiaries should be (e.g. if a beneficiary dies do their children get their share?) 6. THINK at what age your beneficiaries should take control of their entitlement, e.g. you may want minor children to get everything at 21 or 25 instead of THINK who might want to challenge your Will. If a challenge is likely our Consultant may refer you to our lawyer before preparing your draft. 8. THINK who your Attorneys and Guardians should be. These people care for you if you lose mental capacity before your death, For your information: Divorce or marriage may revoke your Will. Family Trust assets do not form part of your estate. Business assets may not form part of your estate. If you have any questions about your personal situation please contact us.
PRESTIGE SOLICITORS & ASSOCIATES
WILL KIT Peace of mind for your whole family Level 1, 221 Merrylands Road MERRYLANDS NSW 2160 Phone: (02) 9637 5011 Fax: (02) 9637 5022 Email: admin@prestigesolicitors.com.au DISCLAIMER: Prestige Solicitors
More informationharris law Succession Planning Explanatory Notes lawyers + consultants solutions
harris law solutions Succession Planning Explanatory Notes lawyers + consultants Level 7 320 Adelaide Street Brisbane QLD 4000 GPO Box 2918 Brisbane QLD 4001 Ph: (07) 3211 8144 A Succession Plan (or Estate
More informationWILLS & POWERS OF ATTORNEY GENERAL INFORMATION
ESTATE PLANNING WILLS & POWERS OF ATTORNEY GENERAL INFORMATION OUR SERVICE OVERVIEW WILLS At MCP we strongly recommend our clients have a valid Will. This is the best way to ensure that your assets are
More informationWills, Power of Attorney & Enduring Guardianship
Wills, Power of Attorney & Enduring Guardianship What is a Will? A Will is a written legal document by which the person making it sets out how he or she wishes their property to be distributed after their
More informationESTATE PLANNING FACTS
(A 501(c)(3) Non-Profit Corporation) ESTATE PLANNING FACTS What is a Will? A Will is a legal document declaring how an estate is to be distributed after death. The Will states who the executor is and outlines
More informationWILLS AND ESTATES MAKING A WILL, OBTAINING GRANTS OF REPRESENTATION, DISPUTES & CLAIMS AGAINST A DECEASED ESTATE & ESTATE PLANNING
WILLS AND ESTATES MAKING A WILL, OBTAINING GRANTS OF REPRESENTATION, DISPUTES & CLAIMS AGAINST A DECEASED ESTATE & ESTATE PLANNING The most difficult time in any person s life is when a loved one is ill
More informationMaking a will and a lasting power of attorney. Fact sheet
Making a will and a lasting power of attorney Fact sheet Introduction Putting in place arrangements for what happens to your estate after your death is a sensible step for the future security of your family.
More informationUnderstanding estate planning
Version 4.2 This document provides some additional information to help you understand the financial planning concepts discussed in the SOA in relation to. Important information This document has been published
More informationOrganizing Your Assets: Estate Planning
Estate Planning Chapter 8 Organizing Your Assets: Estate Planning In This Chapter, Learn: Whether You Should Have a Will or Trust What Happens if You Don t Have a Will Whether You Need an Attorney to Create
More informationPREPARING YOUR WILL WHY HAVE A WILL. The first reason for having a Will is to provide an orderly administration of your estate that ensures
PREPARING YOUR WILL WHY HAVE A WILL The first reason for having a Will is to provide an orderly administration of your estate that ensures that your assets are distributed amongst those that you wish to
More informationWILLS & ESTATES ESTATE PLANNING
What is Estate Planning?...2 Estate Planning Should Include:...2 What is Power of Attorney?...2 What is a Representation Agreement?...3 What if you do not have a Power of Attorney or Representation Agreement?...3
More informationESTATE PLANNING. Remember, estate planning is based on the idea that when you prepare in advance, you can prevent problems down the road.
ESTATE PLANNING INTRODUCTION: Estate planning is a process that involves people, assets, and your wishes. You should consider how your assets will be managed for your benefit if you are unable to do so,
More information- 1 - Keelins Lawyers Level 4, 459 Little Collins Street, Melbourne 3000 Facsimile (03) 9252 0699
- 1 - Instructions to prepare Will and Powers of Attorney To: Keelins Lawyers Level 4, 459 Little Collins Street, Melbourne 3000 Facsimile (03) 9252 0699 INSTRUCTION SHEET AND THE FOLLOWING INFORMATION
More informationWILLS, LIVING WILLS AND DURABLE MEDICAL POWERS OF ATTORNEY LAST WILL AND TESTAMENT
WILLS, LIVING WILLS AND DURABLE MEDICAL POWERS OF ATTORNEY THE ROBINS AFB PREVENTIVE LAW SERIES LAST WILL AND TESTAMENT OFFICE OF THE STAFF JUDGE ADVOCATE ROBINS AFB, GEORGIA THIS PAMPHLET ANSWERS FREQUENTLY
More informationA Financial Planning Technical Guide
Insurance and Estate Planning A Financial Planning Technical Guide Securitor Financial Group Limited ABN 48 009 189 495 AFSL 240687 Contents Introduction 1 General insurance 1 Private health insurance
More informationINHERITANCE & ESTATE PLANNING
Chapter Seven INHERITANCE & ESTATE PLANNING Estate planning is the process of determining how the assets you own at the time of your death your estate will be distributed after your death. The distribution
More informationESTATE PLANNING QUESTIONNAIRE
ESTATE PLANNING QUESTIONNAIRE Please bring a piece of photo ID to the meeting, as the Law Society requires us to take a copy of photo identification of all of our clients. COMMUNICATION: How do you wish
More informationThe Basics of Estate Planning
The Basics of Estate Planning Timothy A. Nordgren Attorney at Law McPherson, Rocamora, Nicholson & Nordgren, PLLC Two Different Phases of Estate Planning Planning in the event of your incapacity (you are
More informationMAKING A WILL A guide to help you
MAKING A WILL A guide to help you Death is not something we like to think about or plan for and of course no amount of planning can prevent the pain your loved ones will experience when you die. However,
More informationESTATE PLANNING AND POWERS OF ATTORNEY
chapter 13 ESTATE PLANNING AND POWERS OF ATTORNEY We all know that we will eventually die. At the same time, no one likes to dwell on the prospect of his or her own death. But if you, your parents, or
More informationLASTING POWER OF ATTORNEY QUESTIONNAIRE
LASTING POWER OF ATTORNEY QUESTIONNAIRE The purpose of this questionnaire is to gather the information needed to complete your LPA(s). We will need your full name and address etc and those of your attorneys
More informationEstate Planning. Some common tools used to help meet those particular needs include:
Estate Planning The Importance of Having an Estate Plan Having an estate plan is one of the most important things you can do for your family. It's not just about planning for estate taxes; it's about developing
More informationFREQUENTLY ASKED QUESTIONS REGARDING WILLS, DECEASED ESTATES AND TRUSTS
FREQUENTLY ASKED QUESTIONS REGARDING WILLS, DECEASED ESTATES AND TRUSTS Q: What will happen if I die without having made a will? There are laws which determine who will inherit if a person dies intestate,
More informationInsurance and estate planning. A Financial Planning Technical Guide
Insurance and estate planning A Financial Planning Technical Guide 2 Insurance and estate planning Introduction 4 General insurance 4 Private health insurance 4 Personal insurance 5 Business insurance
More informationConsumer Legal Guide. Your Guide to a Living Trust
Consumer Legal Guide Your Guide to a Living Trust WHAT IS A LIVING TRUST? Most of us share the same objectives for our estate plan: 1) Provide for our spouse or dependent children; 2) distribute our property;
More informationCommunity Legal Information Association of PEI. Wills. 902-892-0853 or 1-800-240-9798 www.cliapei.ca clia@cliapei.ca
Community Legal Information Association of PEI Wills 902-892-0853 or 1-800-240-9798 www.cliapei.ca clia@cliapei.ca This booklet is part of a series called Putting Your Affairs in Order At Any Age. Publications
More informationEstate Planning Fact Finder
Estate Planning Fact Finder A person's last actions require careful thought and planning. That thought and planning then requires proper implementation through a carefully drafted Will and Power of Attorney
More informationTABLE OF CONTENTS. Introduction---------------------------------------------------- 2. Should I Use a Lawyer for Estate Planning--------- 3
ESTATE PLANNING AND RELATED LEGAL ISSUES TABLE OF CONTENTS Introduction---------------------------------------------------- 2 Should I Use a Lawyer for Estate Planning--------- 3 What Happens if I Die
More informationisns wills Writing a will is a good idea. It is the best way to make sure that the things you own end up in the right hands after your death.
wills isns Writing a will is a good idea. It is the best way to make sure that the things you own end up in the right hands after your death. LEGALInformation Start Here SOCIETY OF NOVA SCOTIA What is
More informationAsset Protection and Residential Care Subsidies
Asset Protection and Residential Care Subsidies Legal Guide J u l y 2 0 1 3 NEW PLYMOUTH 1 Dawson Street Private Bag 2013 Phone (06) 768-3700 Fax (06) 768-3701 INGLEWOOD 92 Rata Street PO Box 28 Phone
More informationLiving Trust Overview
Living Trust Overview TABLE OF CONTENTS WHAT IS PROBATE AND WHY DO YOU WANT TO AVOID IT? 2 THE HIGH COST OF DYING 2 A REVOCABLE LIVING TRUST ELIMINATES PROBATE 3 HOW A LIVING TRUST WORKS 3 REVOCABLE LIVING
More informationConsumer s Guide to. Estate Planning. Planning for Your Family Tree. www.littmankrooks.com. A Publication of
Consumer s Guide to Estate Planning Planning for Your Family Tree www.littmankrooks.com A Publication of Elder Law, Estate Planning, Special Needs Planning 655 Third Ave. 399 Knollwood Rd. 21 Old Main
More informationA Guide to Wills following Divorce or Separation
following Divorce or Separation Understand why it may be necessary to review or create a new Will. Understand the importance of protecting your estate. Understand the other considerations necessary when
More informationWhy you should have a Will
Wills & Estates Why you should have a Will Appoint who you want as executor/s Otherwise, there may be a costly dispute about who is entitled to administer your estate. There could also be confusion over
More informationTotal Financial Solutions. Practical Perspectives on Estate Planning
Total Financial Solutions Practical Perspectives on Estate Planning Contents Why estate planning? 2 A holistic approach 3 Where to start 4 Examine all aspects of your life to 4 ensure your estate plan
More informationPresentation of Allan Haubrich, Q.C. Saint Paul's Hospital Foundation Planned Giving Seminar. Substitute Decision Making
Presentation of Allan Haubrich, Q.C Saint Paul's Hospital Foundation Planned Giving Seminar Why is a Substitute Decision Maker Needed Substitute Decision Making 1. Why do we need a substitute decision
More informationPOWERS OF ATTORNEY WHAT IS A GENERAL POWER OF ATTORNEY?
What do you do if you want someone to help look after your affairs? What if you become unable to look after yourself or make decisions about your own affairs? Who can make decisions about your welfare
More informationWhat is Estate Planning?
What is Estate Planning? Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided
More informationBasics of Estate Planning
Basics of Estate Planning THE CORNERSTONE OF ANY ESTATE PLAN ARE THE DOCUMENTS THAT SET FORTH YOUR WISHES FOR THE DISPOSITION AND OVERSIGHT OF YOUR ASSETS AT YOUR DEATH. IN ADDITION TO PROVIDING GUIDELINES
More informationwww.step.org Why make a Lasting Power of Attorney?
Why make a Lasting Power of Attorney? The professional body for trust and estate practitioners Why make a Lasting Power of Attorney? The The benefits benefits of of drawing drawing up up a will a will
More informationA Guide to Wills and Estate Planning in Bermuda
A Guide to Wills and Estate Planning in Bermuda Butterfield Trust (Bermuda) Limited 65 Front Street, Hamilton HM 12, Bermuda P. O. Box HM 195, Hamilton HM AX, Bermuda Telephone: (441) 299-3803 Facsimile:
More informationWILLS, POWERS OF ATTORNEY, AND HEALTH CARE DIRECTIVES
WILLS, POWERS OF ATTORNEY, AND HEALTH CARE DIRECTIVES Glossary Administrator Alternate Bequest Capable Codicil Consent Devise Estate Executor A person appointed by the courts to distribute the property
More informationSTATUTORY SHORT FORM POWER OF ATTORNEY FOR PROPERTY. Includes Amendments Required By Public Act 96-1195 Form Valid July 1, 2011
STATUTORY SHORT FORM POWER OF ATTORNEY FOR PROPERTY Includes Amendments Required By Public Act 96-1195 Form Valid July 1, 2011 NOTICE TO THE INDIVIDUAL SIGNING THE ILLINOIS STATUTORY SHORT FORM POWER OF
More informationONLINE DIVORCE LAWYER. Divorce Property Settlement (includes De facto relationships)
ONLINE DIVORCE LAWYER Divorce Property Settlement (includes De facto relationships) This package contains all work in preparing your documentation including, but not limited to : o Attending to your initial
More informationPersonal Will and Estate Planning Guide
Personal Will and Estate Planning Guide Planning for Life Estate & Trust Services from Scotiatrust Helping you Plan for Life Preparing a thoughtful estate plan is one of the kindest legacies you can leave.
More informationWhat is a Joint Tenancy? What is a Tenancy in Common? How is a Joint Tenancy Created, and What Property Can Be So Held?
joint tenancy What is a Joint Tenancy? Joint tenancy is a form of ownership by two or more individuals together. It differs from other types of co-ownership in that the surviving joint tenant immediately
More informationWill Planning Guide. The spirit of humanity. from one generation to another. Canadian Red Cross
Will Planning Guide The spirit of humanity from one generation to another Canadian Red Cross Terms of Reference Executor Somebody named in a will or appointed by a court to carry out instructions contained
More informationEnduring Power of Attorney
Protect your future with an Enduring Power of Attorney Life can be fragile an Enduring Power of Attorney means you can have peace of mind that someone you trust will make decisions for you if you can t
More informationEASY WAYS TO AVOID PROBATE BOOKLET
EASY WAYS TO AVOID PROBATE BOOKLET The Florida Statutes recommend an executor or personal representative s fee of 3%, plus attorney s fees of 3%, of the value of those assets that go through probate in
More informationWills & Estate Planning Information requested and/or things to consider for the drafting of your Last Will & Testament
ESTATE PLANNING WORKSHEET Wills & Estate Planning Information requested and/or things to consider for the drafting of your Last Will & Testament LEGAL NAME Date of Conference ADDRESS ZIP CODE TOWNSHIP
More informationESTATE PLANNING DETAILS
ESTATE PLANNING DETAILS 1. What is Estate Planning? 2 Drafting an effective Will as part of the Estate Planning Process 3. Who will be involved? 4. Who will be in control? 5. Who will lead the process?
More informationRobert J. Ross 1622 W. Colonial Parkway, Suite 201 (847) 358-5757 Inverness, Illinois 60067 Fax (847) 358-7088 Bob@RobertJRoss.com
Law Offices of Robert J. Ross 1622 W. Colonial Parkway, Suite 201 (847) 358-5757 Inverness, Illinois 60067 Fax (847) 358-7088 Bob@RobertJRoss.com ESTATE PLANNING Estate planning is more than simply signing
More informationTAX, RETIREMENT & ESTATE PLANNING SERVICES. Your Will Planning Workbook
TAX, RETIREMENT & ESTATE PLANNING SERVICES Your Will Planning Workbook Preparing your Will Glossary of terms... 1 Introduction... 2 Your estate... 2 Beneficiaries of your estate Your spouse... 3 Your children...
More informationCreating a Lasting Legacy
Picture Placeholder Creating a Lasting Legacy Strategies for effective estate and tax planning Jim Alverson, Director Wealth Planning Strategies Welcome to today s presentation This presentation (including
More informationAsset Protection and Residential Care Subsidies
Asset Protection and Residential Care Subsidies Legal Guide 2 0 1 5 NEW PLYMOUTH 1 Dawson Street Private Bag 2013 Phone (06) 768-3700 Fax (06) 768-3701 INGLEWOOD 92 Rata Street PO Box 28 Phone (06) 756-8118
More informationGuide to Wills and Legacies
Guide to Wills and Legacies Leaving a gift in your Will to International Cat Care Leaving a gift in your Will to International Cat Care Thank you for enquiring about leaving a gift in your Will to International
More informationAGING SERVICES DIVISION ABOUT WILL YOUR. Prepared in cooperation. www.okdhs.org
AGING SERVICES DIVISION ABOUT YOUR WILL Prepared in cooperation with Legal Aid of Oklahoma www.okdhs.org Prepared in cooperation with Legal Aid Services of Oklahoma 2 What s a will? A will is a written
More informationESTATE PLANNING Making Difficult Decisions
ESTATE PLANNING Making Difficult Decisions Justin J. Walsh Barrister & Solicitor 2009. All rights reserved. PLANNING ROADBLOCKS Blended Families Common-Law Relationships Foreign Assets Foreign Beneficiaries
More informationMinnesota Laws -Wills
Minnesota Laws -Wills A will is the most common document used to specify how an estate should be handled after death. Anyone designated to receive property under a will (or trust) is called a beneficiary.
More informationA Guide for Powers of Attorney
A Guide for Powers of Attorney NSW Trustee & Guardian can prepare a Power of Attorney to ensure your financial affairs are professionally managed. Contents Powers of Attorney: Your questions answered 3
More informationfrom Every Canadian s Guide to the Law (HarperCollins 2005) by Linda Silver Dranoff
from Every Canadian s Guide to the Law (HarperCollins 2005) by Linda Silver Dranoff Planning for a Will A last will and testament, usually called simply a will, is the document of instructions that a mentally
More informationEstate Planning. Chapter. In This Chapter. Survivorship Interests Payment on Death Accounts. Life Insurance
Estate Planning Your estate includes the assets and liabilities you will leave after you pass away. It is important to plan for how you want to pass your estate, including what you want to give away and
More informationHelping your loved ones. Simple steps to providing for your family and friends
Helping your loved ones Simple steps to providing for your family and friends Contents 01 How can I take control of who gets what? 02 Inheritance Tax 04 Do you know how much you re worth? 06 Making lifetime
More informationPRIVATE CLIENT SERVICES
Helping you to manage your personal and financial affairs efficiently and effectively, now and for the future. REF: 9068 07/15 SERVICES FOR YOU PRIVATE CLIENT SERVICES YOU RE NEVER TOO YOUNG TO START PLANNING
More informationA Guide for Powers of Attorney
A Guide for Powers of Attorney NSW Trustee & Guardian can prepare a Power of Attorney to ensure your financial affairs are professionally managed. Contents Powers of Attorney: Your questions answered 3
More informationMTI Competency Profile
Proficiency Standard for a Trust Officer: The professional trust officer has the ability to manage complex estate and trust accounts ensuring quality client service while applying corporate risk management
More informationGet the New Year Started Off Right with Estate Planning
P A G E 1 Get the New Year Started Off Right with Estate Planning As your family grows, so does the importance of reassessing your estate Having an estate plan in place will ensure your legacy goals are
More informationPlanning Ahead. Commonly Asked Questions about Estate Planning. 3rd Edition
Planning Ahead Commonly Asked Questions about Estate Planning 3rd Edition I N D E X Chapter 1: Commonly Asked Questions 2 Chapter 2: Estate Planning 5 Chapter 3: Estate Administration 9 Chapter 4: Definitions
More informationWhat s the Difference Between A Power of Attorney and a Guardianship?
What s the Difference Between A and a? And Which Would I Rather Have? What is a? Two kinds: Financial Medical Document which gives someone else authority to make medical decisions (medical power of attorney)
More informationLetters of administration (usually when there is no valid will).
The Probate Service What is probate? When a person dies somebody has to deal with their estate (money property and possessions left) by collecting in all the money, paying any debts and distributing what
More informationPreserving your wealth for future generations. Towry s Guide to Estate Planning
Preserving your wealth for future generations Towry s Guide to Estate Planning About Towry We are one of the UK s leading wealth advisers and specialise in providing high quality, expert fi nancial advice
More informationKIMBERLY A. PATON, ESQUIRE THE PATON LAW FIRM, LLC 29 N. FARVIEW AVENUE PARAMUS, NEW JERSEY 07652
KIMBERLY A. PATON, ESQUIRE THE PATON LAW FIRM, LLC 29 N. FARVIEW AVENUE PARAMUS, NEW JERSEY 07652 201-291-1603 (PHONE) 201-291-1605 (FAX) KIMBERLY@PATONLAWFIRM.COM WWW.PATONLAWFIRM.COM ESTATE PLANNING
More informationLAST WILL AND TESTAMENT
LAST WILL AND TESTAMENT WHAT IS A WILL? A will is a legal document prepared during your lifetime to take effect upon your death. IT ALLOWS YOU TO: decide what to do with your Estate rather than have the
More informationSOUTH CAROLINA BAR. Wills and the Law
SOUTH CAROLINA BAR Wills and the Law DO YOU NEED A WILL? Anyone who owns property and wants to control who receives the property after his or her death should have a will, regardless of the value of the
More informationLove, marriage and money: Financial planning tips for same-sex couples in the new age of marriage equality
TIAA-CREF Individual Advisory Services Love, marriage and money: Financial planning tips for same-sex couples in the new age of marriage equality With the Supreme Court s historic ruling on marriage equality,
More informationEstate Planning Basics. An Overview of the Estate Planning Process
Estate Planning Basics An Overview of the Estate Planning Process What Is an Estate Plan? An estate plan is a map This map reflects the way you want your personal and financial affairs to be handled in
More informationILLINOIS STATUTORY SHORT FORM POWER OF ATTORNEY FOR PROPERTY
ILLINOIS STATUTORY SHORT FORM POWER OF ATTORNEY FOR PROPERTY (NOTICE: THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE YOUR PROPERTY, WHICH
More informationThe following content is taken from the Florida Bar website. To learn more, please contact an attorney.
The following content is taken from the Florida Bar website. To learn more, please contact an attorney. WHAT IS A WILL? A will is a written direction controlling the disposition of property at death. The
More informationYour Will. The maker of a Will must be at least 18 years old, of sound mind and free from improper influence.
Your Will Who may make a Will? The maker of a Will must be at least 18 years old, of sound mind and free from improper influence. How should a Will be Made? The Will should be written, witnessed and signed
More informationHow To Transfer Property In Oregona
Property Ownership, real Property Transfers, and Taxes In This Chapter Section -1 Section -2 Section -3 types of Property ownership transferring Property basic tax Matters Chapter Find definitions for
More informationTHE STATE BAR OF CALIFORNIA. Do I Need a Living Trust?
THE STATE BAR OF CALIFORNIA Do I Need a Living Trust? 1. What is a living trust? 2. What can a living trust do for me? 3. Should everyone have a living trust? 4. How could a living trust be helpful if
More informationEnduring Powers of Attorney Information Package
T 780.410.0544 F 780.410.0566 TF 866.410.0544 170, 150 Chippewa Road, Sherwood Park, Alberta, Canada T8A 6A2 Please click on our website address below to visit the Turning Point Law Website: http://www.turningpointlaw.ca
More informationEstate Planning Questionnaire
Estate Planning Questionnaire (Compiled by the University of Colorado American Indian Law Clinic) i I. General Information 1. Full name: 2. Nickname, maiden name, or other names used: 3. Marital status:
More informationTAKING CONTROL OF YOUR FUTURE THROUGH BASIC ESTATE PLANNING
TAKING CONTROL OF YOUR FUTURE THROUGH BASIC ESTATE PLANNING Prepared by Emily S. Starr The Law Office of Ciota, Starr & Vander Linden LLP 625 Main Street Seven State Street Fitchburg, MA 01420 Worcester,
More informationA Proactive Approach to Estate Planning as a Family
TABLE OF CONTENTS 2 What to focus on 2 Selecting Fiduciaries 4 Special Planning Issues 5 Planning for Aging Parents 6 Planning for Your Own Care 7 Easing the Family Burden on Death A Proactive Approach
More informationPERSONAL INFORMATION GUIDE
private client newsletter mfg Solicitors: a new shape of lawyer PERSONAL INFORMATION GUIDE This Personal Information Guide is presented to... (We recommend that this form is kept in a safe place but that
More informationLPL Trust Services. Delivering fully-integrated trust services. Linsco/Private Ledger
LPL Trust Services Delivering fully-integrated trust services 1 Linsco/Private Ledger As one of the nation s leading broker/dealers, Linsco/Private Ledger (LPL) serves the independent financial advisor
More informationPOWERS OF ATTORNEY. Do the right thing see your lawyer first
POWERS OF ATTORNEY Do the right thing see your lawyer first Contents 1. Powers of attorney 2. What is a general power of attorney? 3. What is an enduring power of attorney (EPA)? 4. A property EPA 5. A
More informationLasting power of attorney
Lasting power of attorney A step-by-step guide JULY 2014 Most people know how important it is to have a will but, according to research from Saga, only a tiny proportion of us have thought to make a lasting
More informationLIVING TRUSTS I. LEGALESE 101
LIVING TRUSTS Living trusts are a hot topic. Anti-lawyer activists claim that everybody should have a living trust instead of a will, and that the only reason lawyers write wills is to protect extravagant
More informationEnduring Powers of Attorney. Guidelines for Solicitors
Enduring Powers of Attorney Guidelines for Solicitors Issued by the Probate, Administration and Taxation Committee May, 2004 TABLE OF CONTENTS INTRODUCTION:... 1 PART 1 EXECUTION OF EPA... 1 1.1 Who is
More informationTHE FAMILY GUIDE TO ESTATE PLANNING
THE FAMILY GUIDE TO ESTATE PLANNING Learn about what makes up a good estate plan, beginning with the questions to ask before you even get started. Plus, you ll understand: Why executors, guardians and
More informationESTATE PLANNING OUTLINE
ESTATE PLANNING OUTLINE By LEONARD S. ROTH Attorney and Counselor at Law The Law Offices of Leonard S. Roth, P.C. 4265 San Felipe, Fifth Floor Houston, Texas 77027 (713) 622-4222 Board Certified in Tax
More information2. Probate 2.1. Probate, what is it? 2.2. When will I need probate? 2.3. How do I apply for probate?
Latitude Insurance Term Life Insurance Claims Fact Pack (NSW) GPO Box 1571, Sydney NSW 1025 Telephone: 1800 800 230 Facsimile: (02) 8249 3884 Dear Customer, This document has been provided to assist you
More informationPublic Trustee (Fees & Charges Notice) (No.1) 2015. Public Trustee Act 1978, section 17 PUBLIC TRUSTEE (FEES AND CHARGES NOTICE) (NO.
Public Trustee (Fees & Charges Notice) (No.1) 2015 Section Public Trustee Act 1978, section 17 PUBLIC TRUSTEE (FEES AND CHARGES NOTICE) (NO.1) 2015 TABLE OF PROVISIONS Page PART 1 PRELIMINARY... 5 1. Short
More informationMAKING A WILL. This guide will give you some information about Wills and help you do your own basic, simple Will.
MAKING A WILL This guide will give you some information about Wills and help you do your own basic, simple Will. This is not to be construed as legal advice. WHAT IS A WILL? A Will is a document that you
More informationAdvanced Diploma of Financial Services (Financial Planning)
Examination Booklet Advanced Diploma of Financial Services (Financial Planning) Module 2: Estate Planning Strategy Practice Exam (2008/2009 Financial Year v2.0) This is a closed book exam. Time allowed
More informationWhat Military Families Should Know About Wills
What Military Families Should Know About Wills Prepared by: Aeronautical Systems Center Office of the Staff Judge Advocate 5135 Pearson Rd Wright-Patterson AFB, OH Phone: (937) 257-6142 DSN 787-6142 Revised
More informationFunding Options. Life Insurance:
Living Trusts There are several disadvantages of wills. Wills go through probate and probate can be expensive. It can cause lengthy delays in the distribution of property to your heirs. Your will is open
More informationWHAT YOU SHOULD KNOW ABOUT THE ARRAY OF LEGAL DOCUMENTS AND PROCEDURES AVAILABLE TO ASSIST THE ELDERLY AND YOURSELF:
WHAT YOU SHOULD KNOW ABOUT THE ARRAY OF LEGAL DOCUMENTS AND PROCEDURES AVAILABLE TO ASSIST THE ELDERLY AND YOURSELF: HIGHLIGHTS OF BASIC ESTATE PLANNING DOCUMENTS This entire article is used with thanks
More information