planning for the future - amazon s3 · 2018-09-13 · 888-5-treece | 305-751-8855...
TRANSCRIPT
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E A S T E R S E A L SG I F T P L A N N I N G2 3 3 S O U T H W A C K E R D R I V E , S U I T E 2 4 0 0C H I C A G O , I L 6 0 6 0 6
( 8 0 0 ) 2 2 1 - 6 8 2 7 E X T . 7 1 3 5W W W. E A S T E R S E A L S . C O M / L E G A C Y
. A N E A S T E R S E A L S W O R K B O O K ,
PLANNING FOR THE FUTUREP a s s i n g o n Yo u r Va l u e s a n d Va l u a b l e s
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888-5-TREECE | 305-751-8855treecefinancialgroup.comemail: [email protected] NE 2nd Avenue, Suite 203, Miami Shores, FL 33138
The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Advisors LLC cannot guarantee or represent that it is accurate or complete.
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4 isittimetocreateorreviewyourwill/trust?
6 Beginhere…
11 mypersonalrepresentatives
14 myassets
19 takingcareoflovedoneswithspecialneeds
20 howtoincludeeastersealsasaBeneficiary
22 myBeneficiaries
25 we’reheretohelp
contents
“Your life and mine shall be valued not by what we take... but by what we give.”
—Spoken in 1919 by Edgar F. “Daddy” Allen, Easter Seals Founder
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Dear Friend of Easter Seals,goodplanningofferstheabilitytoprovideforyourlovedones,createalegacyforfuturegenerationsofyourfamilyandforyourcommunity,andtomakeadifference—bygivingtoorganizationslikeeasterseals.
howandwhatyougivetofriends,family,lovedones,andtocharitiesisguidedbythevaluesthatwerepassedontoyoufrompreviousgenerations,byyourgoalsandbyyourimagination.
afterlosinghissonin1907toastreetcaraccident,ohiobusinessmanedgarallen,wassurprisedtolearnthatchildrenwithdisabilitieswereoftenhiddenfrompublicview.
inspiredbythisdiscovery,allenfoundedwhatwasthenknownasthenationalsocietyforcrippledchildrenandisknowntodayaseasterseals,thefirstorganizationofitskind.
fornearlyacentury,eastersealshasbeenmakingadifferenceinthelivesofpeoplewithdisabilitiesandtheirfamilies.youhavehelpedmakeitso—
continuingatraditiongroundedinauniquelyamericanidea—thatonepersonreallycanmakeadifference.
youhaveshownthroughyoursupportthathelpingsomeofthemostvulnerableamongusisimportanttoyou.ifpreservingeasterseals’abilitytohelpthenextgenerationisoneofyourhopesforthefuture,weurgeyoutoconsiderincludingeastersealsinyourplans.wehopethisstep-by-stepguidehelpsensurethatyourwishesandlegacywillbecarriedout.
sincerely,
Jamese.williams,Jr.,president&chiefexecutiveofficer
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1. hasitbeenthreeormoreyearssinceiwroteorreviewedmywill/estateplanningdocuments?
2. hastherebeenachangeinmymaritalstatus?
3. hastherebeenabirthordeathinmyfamily?
4. havemychildrenreachedtheageof18,oraretheyabletohandlefinancialmattersontheirown?
6. didiliveinadifferentstatewhenmywillwaswritten?
7. ismypersonalrepresentativeoralternatenolongerliving?
8. doiwanttochangethechoiceofbeneficiariesnamedinmywill,oraretheynolongerliving?
9. haveestatetaxlawschanged?
yes no
yes no
yes no
yes no
yes no
yes no
yes no
yes no
ifyoualreadyhaveawill,countyourselfamongaminorityofamericanswhohavedonetheirlovedonesanimportantservice.willsarenotstaticdocuments—theymustbeamendedaslife’scircumstanceschange.take
thisshortquiztoseeifyourwillmaybedueforanupdate.
ifyouanswered“yes”toanyofthesequestions,yourwillmaybedueforreviewandupdating. whenyouupdateyourwill,wehopeyouwillconsiderabequesttoeasterseals(seepages20and21). alegacygiftwillhelpensureabrighterfutureforchildrenandadultswithautismandotherdisabilities.youmaynothavetoreviseyourwilltoincludeeastersealsasabeneficiary.askyourattorneyaboutaddingacodiciltoyourwill.
isittimetocreateorreviewyourwill/trust?
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keepinmindthisbookletprovidesbasicinformationaboutyourassetsandwishesbutisnotmeanttosubstituteforlegalandprofessionalplanningadvice.youwillbemakingimportantdecisionsaboutwhowillmakedecisionsforyouandhandleyouraffairswhenyoucannotdosoandwhenyouaregone.Besuretodiscussyourchoiceswitheachindividualaheadoftime.keepthisbookletinasafeandsecureplaceandbesuretoletlovedonesknowwhereyourimportantdocumentsarekept.
thisisonlysteponeofadetailedprocess.youwillneedtomeetwithyourattorneytofurtherdiscussthismaterial,reviewandsigntheprepareddocuments,andbesurethatbeneficiarydesignationsandownershipmatchthefinalplan.eastersealsishappytoprovideyouwiththistooltogetstarted,andonceyoucompletetheprocess,weknowyouwillresteasyknowingthatyourlegacywillbefulfilledasyouwished.
thinkingaBoutestateplanningcanBeoverwhelming.Butwhenyouthinkabouttheprocessasanumberofsmallsteps,thetaskbecomesquitemanageable.thisworkbookisdesignedtowalkyouthroughthestepsofansweringthefollowingkeyquestions:
WhatdoIown?Beforeyoucandecidehowyouwanttodisposeofyourassets,youneedtogetaclearsenseofwhatyouown.thisworkbookisdesignedtohelpyoudocument,step-by-step,eachofyourassets.
WhatdoIwanttopasson?anestateplannotonlyhelpsyouthoughtfullyconsiderhowandtowhomyouwanttopassonyourmaterialwealth,itcanalsobeanexpressionofthevaluesthathaveguidedyourlife.
WhoarethepeopleItrusttocarryoutmywishes?youwillneedtoidentifyasmallcircleofindividualsyoucandesignatetocarryoutyourwishes.page11explainswhat’sneededandgivesyouspacetonametheseimportantpeople.
Whatisthebestwaytoaccomplishmygoals?aqualifiedestateplanningattorneycanhelpyoustructureyourplantoavoidproblems,savemoneyandtaxes,protectlovedones,andfulfillyourwishesforalastinglegacy.
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me
My name
Address
Home phone Cell phone
Email address Birth date / Place of birth
Social Security no. Driver’s license no.
Military Service, years Are you a U.S. citizen?
Current employer Address
Supervisor name Phone no. Dates of employment
Beginhere……todocument,inoneplace,alltheinformationyouneedtocreateyourestateplan.takingthisinformationtoyourfirstmeetingwithyourestateplanningattorneywillhelpfacilitatetheplanningprocess.itwillalsohelpyoulocateandorganizeallyourimportantdocuments,givingyoupeaceofmindandassuringyourwishesandyourlegacywillbehonored.
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myspouse
Name
Address
Home phone Cell phone
Email address Birth date / Place of birth
Social Security no. Driver’s license no.
Military Service, years Are you a U.S. citizen?
Current employer Address
Supervisor name Phone no. Dates of employment
myparents
Mother’s name Father’s name
Address Address (if different)
Home phone/Cell phone Home phone/Cell phone (if different)
Birth date/Place of birth Birth date/Place of birth
Date of death/resting place Date of death/resting place
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spouse’sparents
Mother’s name Father’s name
Address Address (if different)
Home phone/Cell phone Home phone/Cell phone (if different)
Birth date/Place of birth Birth date/Place of birth
Date of death/resting place Date of death/resting place
children(include children from previous marriages and adopted children)
(Child 1) Name Birth date Social Security no.
Spouse’s name
Address Notes
Grandchildren’s names/Birth dates
(Child 2) Name Birth date Social Security no.
Spouse’s name
Address Notes
Grandchildren’s names/Birth dates
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“After examining various nonprofit rankings, I was impressed to find Easter Seals had
glowing ratings.”—Anthea Durón
(Child 3) Name Birth date Social Security No.
Spouse’s name
Address Notes
Grandchildren’s names/Birth dates
(Child 4) Name Birth date Social Security No.
Spouse’s name
Address Notes
Grandchildren’s names/Birth dates
If you have more children, list them on a separate sheet of paper and keep it with this guide.
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otherimportantinformation
accountant
Name/address/phone number
estateplanningattorney
Name/address/phone number
carinsurance
Insurance Company Policy Number
homeowners/rentersinsurance
Insurance Company Policy Number
long-termcareinsurance
Insurance Company Policy Number
log-inandpasswordstoyourcomputerandanyothersitesthatcontainnecessaryinformationforyourexecutorortrusteetoadministeryourestatewishes:
Computer Log-in Password
Website Log-in Password
Website Log-in Password
Website Log-in Password
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whowillserveasguardianformychildren?
If you have dependent children,oneofthemostimportantdimensionsofestateplanningisidentifyingwhoshouldserveassubstituteparentifbothparentsdieorbecomeincapacitated.choosesomeoneyouknowwellandwhosharesyourgoals,values,andparentingstyle.thispersonshouldbeyoungenoughtoseetheirresponsibilitiesthroughtoyourchild’sadulthood.
guardiansformychildren
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
whowillmakehealthcaredecisionsformewhenican’tmakethemformyself?
A Durable Power of Attorney for Healthcareisalegaldocumentthatdesignatessomeoneyouchoosetomanagehealthcaredecisionsonyourbehalfifyouarenolongerabletodoso.choosesomeonewhoknowsyouverywell,caresaboutyou,andwhocanmakedifficultdecisions.
powerofattorneyforhealthcare(myself)
(1) Name Address/Phone
mypersonalrepresentativesyouwillneedtoidentifyasmallcircleofindividualsyoucandesignatetocarryoutyourwishes.thefollowingpagesexplainwhat’sneededandgivesyouspacetonametheseimportantpeople.
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(2) Name/Alternate Address/Phone
powerofattorneyforhealthcare(spouse)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
whowillmakefinancialdecisionsformewhenican’tmakethemformyself?
A Durable Financial Power of Attorneydesignatessomeonetomanageyourfinancialaffairsifyouarenolongerabletodoso.thispersonwillpayyourbills,manageinvestments,filetaxes,etc.
powerofattorneyforproperty(myself)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
powerofattorneyforproperty(spouse)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
“It’s a good organization from a physician’s standpoint. We were looking for a national organization with a proven
background and a broad reach. We were very pleased.”
—Dr. Robert & Mrs. Phyllis Bolt
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whowillserveaseXecutorofmyestate?
The executor, sometimes called a personal representative,isthepersonwhosettlesyourestateandcarriesouttheinstructionsinyourwill.considerthesizeandcomplexityofyourestatewhenchoosingyourexecutor.
eXecutorofestate(myself)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
eXecutorofestate(myspouse)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
whowillserveastrusteeformylivingtrust?
If your Will leaves assets to a trust, theexecutorwilltransferthoseassetstothetrusteefordistributiontothebeneficiariesorforcontinuedmanagement.
trustee(myself)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
trustee(spouse)
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
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realestate
(1)Primary Residence address Name(s) on title
Purchase Price Current Value (approx.) Loan Balance/Bank
(2)Vacation property address Name(s) on title
Purchase Price Current Value (approx.) Loan Balance/Bank
(3)Investment property address Name(s) on title
Purchase Price Current Value (approx.) Loan Balance/Bank
assetsthisworkbookcanbeavaluabletoolfordevelopingafullandcompletelistofyourassets.thisinventorywillhelpyouidentifythevalueofyourestate,guideyourdecisionsaboutpassingonordisposingofpossessions,andwillalsohelpyourpersonalrepresentativeintheadministrationofyourestate.
whenyoucompleteyourassetlist,makeyourbestestimateastothevalueofeachitem.thiswillhelpdeterminewhetherspecialprovisionswillberequiredinyourestateplanorwill.addaseparatesheetofpaperasnecessaryifyouneedmorespaceinaparticularsection.
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cash/Brokerageaccounts(non-ira)
includescheckingaccounts,cds,moneymarketaccounts,brokerageaccounts
accounttype account# institution ownername
Checking 12345678 Your Community Bank John Smith
value$2,000asof9/30/2011
value____________asof____________
value____________asof____________
value____________asof____________
retirementaccounts
includespensions,profitsharing,iras,401ks,403Bs,simple/sep,keoghplans,etc.
accounttype account# institution ownername
value____________asof____________Beneficiary:____________________________
value____________asof____________Beneficiary:____________________________
value____________asof____________Beneficiary:____________________________
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stocks,Bondsandmutualfunds(notheldinaBrokerageaccount)
description datepurchased costBasis ownername
100 shares ATT 10/1/1998 $2500 Sue Smith
commercialannuities
institution account# value ownername
Beneficiary:_________________________costBasis:_________________
Beneficiary:_________________________costBasis:_________________
Beneficiary:_________________________costBasis:_________________
Beneficiary:_________________________costBasis:_________________
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charitaBlegiftannuities
organization annuitant(s) donationamount
lifeinsurance
company policy# insured owner
deathBenefit:$_______________________Beneficiary:______________________
deathBenefit:$_______________________Beneficiary:______________________
deathBenefit:$_______________________Beneficiary:______________________
Businessinterestsowned(partnerships,proprietorships,corporations)
nameofcompany address costBasis
title/ownership:_______________________________________
title/ownership:_______________________________________
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additionalassetsnotlisted(includeownerandvalue)
liaBilities(otherloansordeBtinadditiontomortgages)
loanamount payaBleto: for:
locationofdocumentsandotherpossessions
safedepositBoX
Location Number Location of Key
Co-owner, if any
storagelocker
Storage unit name/address Unit # Access Code
List other places and locations of keys, if applicable, where important items may be found:
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takingcareoflovedoneswithspecialneeds
ifyouarecaringforachildorotherlovedonewithspecialneeds,youarelikelyconcernedaboutwhowilltakecareofthemafteryou’regone.willtherebeenoughmoneytotakecareofthemandcontinuethequalityoflifeyouhaveprovidedduring
yourlifetime?aspecialneedstrustcanensurethatassetsyouleaveyourlovedonewillbeavailablefortheirsupplementalneedsandnotjeopardizeanygovernmentbenefitstheyreceivethatprovidefoodandshelter.
specialneedstrustsareacomplexareaoflawandrequirespecializedexpertisetobedraftedcorrectly.many,butnotall,estateplanningattorneysareexperiencedinspecialneedstrusts.Besureyourattorneyisfamiliarwithspecialneedstrusts.feelfreetoaskhowmanyheorshehaswritten.youmaywanttoaskotherfamilieswithspecialneedsfamilymembersforareferralorsearchtheinternet.
youwillneedtoselectsomeonetoserveastrusteetomanageaspecialneedstrust.keepinmindthatatrusteeandguardianarenotoneandthesame.trusteesoverseetrusts;guardianshandlepersonalandlegalaffairs.typically,trusteesareclosefamilymembersorfriends,butthetrusteecanalsobealawyer,abank,oracommitteecomposedofoneortwofamilymembersandafinancialadvisor.goodtrusteesaregenerallygoodpeoplewithgoodheartsandgoodmoneyskills.considerwhomightserveyourlovedoneintheveryspecialroleoftrustee.trusteesforspecialneedstrust
(1) Name Address/Phone
(2) Name/Alternate Address/Phone
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howtoincludeeastersealsasaBeneficiary
therearemanyoptionsformakingeastersealsabeneficiaryofyourestate.thetwomostcommonandmostflexibleareagiftbybequestoragiftofretirement
planassets.abriefdescriptionofthesegiftsfollows.todiscussothergiftoptions,consultwithyouradvisororcontactourgiftplanningoffice,(800)221-6827ext.7135.
Bequests
herearethemostcommonkindsofbequestswithsamplelanguagefornamingeastersealsasabeneficiary.youmayalsochangeyourbeneficiariesatanytime,shouldyourcircumstanceschange.
residualBequest
giveswhat’sleftafteryourfriendsandlovedonesareprovidedfor.thisisaverypopularchoiceforcharitablebequestsbecauseitensuresthatlovedonesreceivetheirdistributionbeforeanydistributiontocharity.
“I devise the residue of my estate, after the satisfaction of all specific bequests and the payment of all taxes and other costs attending my death, to Easter Seals, Inc., a not-for-profit corporation, Tax ID# 36-2171729, with principal offices currently located at 233 South Wacker Drive, Suite 2400, Chicago, Illinois 60606.”
general/fiXeddollarBequest
astatedsumofmoney,usuallycash,toabeneficiary.
“I bequeath the sum of $____ dollars to Easter Seals, Inc., a not-for-profit corporation, Tax ID# 36-2171729, with principal offices currently located at 233 South Wacker Drive, Suite 2400, Chicago, Illinois 60606.”
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percentageBequest
enablesyourbequeststogrowasyourassetsgrow.
“I bequeath to Easter Seals, Inc., a not-for-profit corporation, Tax ID# 36-2171729, with principal offices currently located at 233 South Wacker Drive, Suite 2400, Chicago, Illinois 60606 an amount equal to ______ percent of the net value of my estate as finally determined for federal estate tax purposes.”
contingentBequest
assumesyouwanttoleaveyourentireestatetofamilyandfriends.however,intheeventthatyououtliveanyofyourbeneficiaries,itprovidesanopportunitytodesignateeastersealstoreceivethatportionoftheestate.
“In the event that (name of the beneficiary) does not survive me, I designate Easter Seals, Inc., a not-for-profit corporation, Tax ID# 36-2171729, with principal offices currently located at 233 South Wacker Drive, Suite 2400, Chicago, Illinois 60606 as the devisee of this bequest of (see above for language specific to different types of bequests.)”
giftsofretirementplanassets
Becauseretirementplansaretaxeddifferentlythanmostassets,theymayactuallybecomeataxliability.retirementfundsmaybesubjecttobothestateandincometaxes.donatingaspecificdollaramountorapercentageofaretirementplantoatax-exemptorganizationlikeeastersealsmay,therefore,beanattractiveoption.hereislanguageyoucanusetoincludeeastersealsalongwithotherbeneficiaries:
“Easter Seals, Inc., a not-for-profit corporation, Tax ID# 36-2171729, with principal offices currently located at 233 South Wacker Drive, Suite 2400, Chicago, Illinois 60606.”
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“I feel that if you have something to give, you should try to do what you can. A good many
people like me have worked hard and are blessed with resources. I want my gift to
work as efficiently as possible.”—Alice Meppen
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myBeneficiariesusethissectiontonotehowyouwouldlikeyourassetsdistributedafteryouaregone.thisisagoodopportunitytoprovideforyourlovedones,createalegacyforfuturegenerationsofyourfamilyandforyourcommunity,andtomakeadifferencebygivingtoorganizationslikeeasterseals.
Beneficiariesofthespecialneedstrust
amountor% recipient/organizationname/address
Beneficiariesoftheestate
inmostinstances,aspousewillwanteverythingtheyhavetogototheirsurvivingspouse.however,ifyourspousehaspredeceasedyou,youwillneedtodecidehowyourestatewillbedistributed.
me
iammarried,distributeallofmyestatetomysurvivingspouse.
iammarriedandwishtodistributeallofmyestateasindicatedbelow,ormyspousehaspredeceasedme,oriamsingle,distributemyestateasindicated:
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23
lovedones,friends&charities
descriptionoftangiBleasset recipient/relationship/address
1
2
3
4
5
6
giftsoffiXedamountsofmoney
amountor% recipient/organizationname/address
giftsofpercentagesofwholeestateorofremainderofestate
percentage recipient/organizationname/address
![Page 25: PLANNING FOR THE FUTURE - Amazon S3 · 2018-09-13 · 888-5-TREECE | 305-751-8855 treecefinancialgroup.com email: info@davidtreece.com 9999 NE 2nd Avenue, Suite 203, Miami Shores,](https://reader033.vdocuments.us/reader033/viewer/2022060306/5f099e797e708231d427b35f/html5/thumbnails/25.jpg)
24
spouse
iammarried,distributeallofmyestatetomysurvivingspouse.
iammarriedandwishtodistributeallofmyestateasindicatedbelow,ormyspousehaspredeceasedme,oriamsingle,distributemyestateasindicated:
lovedones,friends&charities
descriptionoftangiBleasset recipient/relationship/address
1
2
3
4
5
giftsoffiXedamountsofmoney
amountor% recipient/organizationname/address
giftsofpercentagesofwholeestateorofremainderofestate
percentage recipient/organizationname/address
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we’reheretohelp
tolearnmoreaboutaspecifictypeofcharitablegiftortodiscussoptionsthatmakethemostsenseforyou,contact
ourgiftplanningstaff.
eastersealsgiftplanning233southwackerdrive,suite2400chicago,il60606
(800)[email protected]
25
Thank You.
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26
notes:
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27
notes:
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E A S T E R S E A L SG I F T P L A N N I N G2 3 3 S O U T H W A C K E R D R I V E , S U I T E 2 4 0 0C H I C A G O , I L 6 0 6 0 6
( 8 0 0 ) 2 2 1 - 6 8 2 7 E X T . 7 1 3 5W W W. E A S T E R S E A L S . C O M / L E G A C Y
. A N E A S T E R S E A L S W O R K B O O K ,
PLANNING FOR THE FUTUREP a s s i n g o n Yo u r Va l u e s a n d Va l u a b l e s