essential estate plan components
Post on 05-Dec-2014
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DESCRIPTION
Every person’s estate plan must include certain essential components. In this presentation we are going to look at the core elements of a basic estate plan.
TRANSCRIPT
1
• Assuring your estate passes to those you choose
2 • In the time and manner you want
3 • Under the control of someone you choose
4 • At the least cost
5 • In the most efficient manner
THEN SOMEONE WILL HAVE TO
THIS CAN BE DONE IN A VARIETY OF DIFFERENT WAYS DEPENDING ON YOUR
WE WOULD LIKE TO LOOK AT TWO VERY COMMON ESTATE PLANNING TOOLS THAT
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