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Extending Your Generosity Far Into the Future:A Guide to Planning Your Will


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| A Guide to Planning Your Will

Copyright 2011 All Rights Reserved. Pentera, Inc.Indianapolis, Indiana. 317 875-0910.231055 0411 www.pentera.com

Table o Contents

I. Vital Statistics ....................................................................................................................... 4

II. Employment and Business Interests........................................................................ 6

III. Financial Inormation .................................................................................................. 7

IV. Insurance ........................................................................................................................ 10

V. Property .......................................................................................................................... 12

VI. Obligations .................................................................................................................... 17

VII. Location o Important Papers ................................................................................ 19

VIII. Personal Advisors ........................................................................................................ 20

IX. Funeral and Burial Instructions ............................................................................ 22

X. Last Will and Testament........................................................................................... 23

XI. Philanthropic Interests.............................................................................................. 24

Notes to executor ........................................................................................................... 25

The Importance o Estate Planning ..................................................................... 26

Extending Your Generosity Far Into the Future: A Guide to Planning Your Willand its language are copyrighted materials of Pentera, Inc.

No part can be reproduced in any way without the express permission of Pentera, Inc.


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A Guide to Planning Your Wi

Pentera, Inc. All rights res

The Importance o Estate Planning

A careully constructed estate plan is vitally important or two reasons. First, it allows you todistribute your property in the manner, time, and amounts that you wish. Second, it permits you totake advantage o a variety o tax-minimizing techniques that can increase your amilys security andmake it possible to ulll your personal desires and objectives.

By taking pen in hand to complete this guide, you provide a source o vital inormation to thoseindividuals who will be charged with the task o carrying out your nal wishes. With careul planningand oresight, you can leave your amily and riends with a plan that refects the same legacy youbuilt during your lie.

I at any time you need assistance in the planning o your estate, please accept our invitationto call upon our sta. I you have a question about estate planning, would like the proper willlanguage, or would like to know the nancial advantages o a living trust or a bequest, your answeris as close to you as your telephone.

Three steps to ensuring your legacy:

Step 1: Fill out and complete A Guide to Planning Your Will. Planning or your will takescareul preparation. So consider any outstanding decisions on your nal wishes beorecompleting the guide. (Call upon our sta at any time i you have a question aboutplanning your estate.)

Step 2: Once complete, take the guide to your attorney. Your attorney will review your guide, helpyou make any nal decisions, and prepare your will.

Step 3: Review your will regularly. Your plan should always refect your current circumstances, soreview your will regularly to ensure that those you love will be provided or according toyour wishes.

The personal and fnancial inormation record o

(DATE COMPLETED)

(DATE REVISED)

(DATE REVISED)


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Pentera, Inc. All rights reserved.

I. Vital Statistics

A. Personal inormation

Name __________________________________________________________________________________________

Permanent address _______________________________________________________________________________

Phone __________________________________________________________________________________________

Summer/Winter residence _________________________________________________________________________

Phone __________________________________________________________________________________________

Business address _________________________________________________________________________________

Phone __________________________________________________________________________________________

Date of birth _________________________________________ Place of birth ________________________________

Social Security No. ____________________________________ Military service No. ___________________________

Taxpayer identification No. _________________________________________________________________________

B. Marital inormation

Current marital/relationship status

qsingle qmarried qwidowed qdivorced qseparated qsignificant other

Name __________________________________________________________________________________________

Date and place married ____________________________________________________________________________

Marriage certificate located _________________________________________________________________________

Formerly married to _______________________________________________________________________________

Date and place married ____________________________________________________________________________

Marriage terminated by qdeath qdivorce qannulment

Date and place terminated _________________________________________________________________________

Termination papers located ________________________________________________________________________

Comments ______________________________________________________________________________________


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C. Family inormation*

Fathers name ________________________________________ Year of birth ________________________________

Address ________________________________________________________________________________________

Mothers name _______________________________________ Year of birth _________________________________

Address ________________________________________________________________________________________

Childrens names, birth dates, addresses:

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

Brothers and sisters names, birth dates, addresses:

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________*If a family member is deceased, list names followed by deceased.

Grandchildrens names, birth dates, addresses:

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

Personal comments _______________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________


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II. Employment and Business Interests

Employer ___________________________________________ Phone _____________________________________

Address ________________________________________________________________________________________

Date employed ______________________________________ Position ____________________________________

Other business interests:

Name of business _______________________________________________________________________________

Type: qsole proprietorship qpartnership qclosely held corporation

Value of interest $ ______________________________________________________________________________

Name of business _______________________________________________________________________________

Type: qsole proprietorship qpartnership qclosely held corporation

Value of interest $ ______________________________________________________________________________

Disposition of business interests after death ____________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

Charitable planning pointer:A redeemed charitable git. A git o closely held stockC, S,

LLC, or LLPwill produce a charitable deduction or the air-market value o the shares and escapecapital-gain tax on any appreciation. Later, the business could buy back the shares rom the charityor cash.


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III. Financial Inormation

A. Banks

Bank _________________________________________________________________________________________

Address ______________________________________________________________________________________

Type of account: q joint q individual

Account No. ______________________________________ Balance $ ___________________________________

In names of __________________________________________________________________________________

Bank _________________________________________________________________________________________

Address ______________________________________________________________________________________

Type of account: q joint q individual

Account No. ______________________________________ Balance $ ___________________________________

In names of __________________________________________________________________________________

B. Certiicates o deposit/money market certiicates

Bank _____________________________________________ Amount $ __________________________________

Type ____________________________________________ Maturity date ________________________________

Bank _____________________________________________ Amount $ __________________________________


Bank _____________________________________________ Amount $ __________________________________


C. Retirement beneits

qPension plan/proit sharing

Description ____________________________________________________________________________________

qDeerred-compensation plan

Payable as lump sum $ ____________ or ____________ @ $ ___________ per ___________ for ___________ years

qStock option, type _____________________________________________________________________________

Restrictions ___________________________________________________________________________________


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qIRA/Keogh plan, other __________________________________________________________________________

Amount invested $ _________________________________Type of investments __________________________

Options available ______________________________________________________________________________







qAnnuities

Source _______________________________________________________________________________________

Investment $ ______________________________________ Payment terms ______________________________

Source _______________________________________________________________________________________

Investment $ ______________________________________ Payment terms ______________________________

Comments ___________________________________________________________________________________

_____________________________________________________________________________________________

qOther retirement beneits ______________________________________________________________________

_____________________________________________________________________________________________

qOther retirement beneits ______________________________________________________________________

_____________________________________________________________________________________________

Comments ______________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

Charitable planning pointer: Leave the income-tax problem to charity. Most qualiedretirement-plan benets represent unds that have never been taxedneither the original contributionsnor their earnings. Consequently, distributions represent taxable income when they are paid outeveni they are paid out ater death to someone other than the owner o the plan benets. Collectively, suchuntaxed amounts are known as income in respect o a decedent, or IRD.

I you plan to make charitable provisions at death, items o IRD make an excellent choice to undsuch gits. Reason: Because charities are tax-exempt, they do not pay income tax on items o IRD. It isar more benecial to leave items o IRD to charity and other assets to other beneciaries.


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D. Lietime and testamentary charitable gits you have made or would like to make

Charity _______________________________________________________________________________________

Type of gift _______________________________________Date _______________________________________

Phone _______________________________________________________________________________________

Comments ___________________________________________________________________________________

_____________________________________________________________________________________________

Charity _______________________________________________________________________________________

Type of gift _______________________________________Date _______________________________________

Phone _______________________________________________________________________________________

Comments ___________________________________________________________________________________

_____________________________________________________________________________________________

Charity _______________________________________________________________________________________

Type of gift _______________________________________Date _______________________________________

Phone _______________________________________________________________________________________

Comments ___________________________________________________________________________________

_____________________________________________________________________________________________

Charity _______________________________________________________________________________________

Type of gift _______________________________________Date _______________________________________

Phone _______________________________________________________________________________________

Comments ___________________________________________________________________________________

_____________________________________________________________________________________________

Charity _______________________________________________________________________________________

Type of gift _______________________________________Date _______________________________________

Phone _______________________________________________________________________________________

Comments ___________________________________________________________________________________

_____________________________________________________________________________________________

_____________________________________________________________________________________________


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IV. Insurance

A. Lie Insurance

Company _____________________________________________________________________________________

Face amount $ ____________________________________ Policy No. ___________________________________

Description of policy ___________________________________________________________________________

Date of issue ______________________________________ Premium $ __________________________________

_________________________________________________Due on _____________________________________

Insured __________________________________________ Policy owner ________________________________

Beneficiaries: 1st ___________________________________ 2nd _______________________________________

Cash value $ ______________________________________ Loan outstanding ____________________________

Settlement options _____________________________________________________________________________

_____________________________________________________________________________________________

Company _____________________________________________________________________________________

Face amount $ ____________________________________ Policy No. ___________________________________

Description of policy ___________________________________________________________________________

Date of issue ______________________________________ Premium $ __________________________________

_________________________________________________Due on _____________________________________

Insured __________________________________________ Policy owner ________________________________

Beneficiaries: 1st ___________________________________ 2nd _______________________________________

Cash value $ ______________________________________ Loan outstanding ____________________________

Settlement options _____________________________________________________________________________

_____________________________________________________________________________________________

Charitable planning pointer:Replacing the value o a charitable git with lie insurance. There are many creative ways to use lie insurance in your charitable giving. For example, you cansimply designate our organization as the beneciary o a policy you already ownor you can designateus the beneciary o a new policy. I you have a policy that was taken out or a particular purpose thatyou no longer needperhaps a policy purchased to ensure the availability o education unds in case opremature deathyou can make a git o the policy itsel and obtain valuable deductions.


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A Guide to Planning Your Wil


One o the most creative uses o lie insurance in charitable planning is or wealth replacement:You make a signicant charitable git and use the resulting tax savings to purchase lie insurance toreplace its value in your estate.

Whether or not such a plan will work or you depends on your age and your insurability. I you arein good health, and depending on your age, you may buy more insurance with the tax savings.

A little additional planning may yield even better results. Through the use o a lie insurance trust,it may be possible not only to replace the value o the asset but to remove that value rom your taxableestate. You will want to consult careully with your legal and insurance advisors beore undertakingsuch a plan. The benets can be substantial.

B. Health, medical, and other insurance policies

qHospitalization ___________________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

q

Surgical __________________________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

qMajor medical ____________________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

qMedicare supplemental ____________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

qAccident & Health _________________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

qGeneral liability ___________________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

qHomeowners _____________________________________Policy No. ___________________________________

Company ____________________________________________________________________________________

qAutomobile ______________________________________Company ___________________________________

Description of car __________________________________Policy No. ___________________________________

Description of car __________________________________Policy No. ___________________________________


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V. Property

A. Residences

Description ________________________________________ Date acquired _______________________________

Cost basis $ _______________________________________ Addition to basis _____________________________

Current value: land $ _______________________________+ building $ _________________________________

= total $ _________________________________________ Date _______________________________________

Mortgagee _______________________________________ Balance $ ___________________________________

Terms ___________________________________________ Date _______________________________________

Held: q jointly qcommunity q tenants-in-common

Names of other owners and percent contributed by each

_____________________________________________________________________________________________

_____________________________________________________________________________________________




= total $ _________________________________________ Date _______________________________________


Terms ___________________________________________ Date _______________________________________



_____________________________________________________________________________________________

_____________________________________________________________________________________________

Charitable planning pointer:Make a git o your home at death and enjoy tax benefts duringlie. I you are planning to leave your arm or personal residence to our organization at your death, youmay benet rom a special plan that makes your git irrevocable during lie. You can make a git rightnow o the remainder interest in your arm or personal residence, retain a lie estate that gives youthe right to live there or the rest o your lie, and claim a sizable current income-tax deduction.


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The amount o the deduction depends, among other actors, on both the value o your property andyour age. Generally speaking, the more valuable the property and the older the donor or donors, thelarger the deduction.

B. Investment real estate




= total $ _________________________________________ Date _______________________________________


Terms ___________________________________________ Date _______________________________________



_____________________________________________________________________________________________

_____________________________________________________________________________________________




= total $ _________________________________________ Date _______________________________________


Terms ___________________________________________ Date _______________________________________



_____________________________________________________________________________________________

_____________________________________________________________________________________________


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C. Personal property

Stocks and Bonds

Company Shares Cost basis Date acquired

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

Total cost basis $ _______________

Mutual Funds

Company Shares Cost basis Date acquired

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

__________________________________ __________________ _____________________ ____________________

Total cost basis $ _______________


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U.S. Bonds

Type Face amount Issue date Maturity date

________________________________ $ __________________ _____________________ ____________________

Serial No. _____________________________________________________________________________________

________________________________ $ __________________ _____________________ ____________________

Serial No. _____________________________________________________________________________________

________________________________ $ __________________ _____________________ ____________________

Serial No. _____________________________________________________________________________________

Tangible Assets

Company Cost basis Date acquired

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

Trusts

Trustee ___________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________

Attorney of record _________________________________ Phone _____________________________________

Address ______________________________________________________________________________________

Type of trust __________________________________________________________________________________

q revocable q irrevocable Est. value $ __________________________________________________________

Retained powers, if any _________________________________________________________________________

_____________________________________________________________________________________________

Trustee ___________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Address ______________________________________________________________________________________


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Type of trust __________________________________________________________________________________



_____________________________________________________________________________________________

Trustee ___________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Address ______________________________________________________________________________________

Type of trust __________________________________________________________________________________



_____________________________________________________________________________________________

What would you like the trusts to accomplish? ________________________________________________________

_____________________________________________________________________________________________

_____________________________________________________________________________________________

Safe Deposit Box

Box location _____________________________________________________________________________________

Box No. _________________________________________________________________________________________

Key location _____________________________________________________________________________________

Other Investments

Description ______________________________________________________________________________________

Value ___________________________________________________________________________________________

Comments ______________________________________________________________________________________

________________________________________________________________________________________________

Charitable planning pointer:Charitable gits can make capital-gain taxes disappear. Federaltax laws provide some very special benets or using appreciated securities and real estate to undcharitable gits. Donors are entitled to take an income-tax deduction or the ull air-market value othe assets but do not have to recognize or pay taxes on any o the paper gain.


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VI. Obligations

A. Accounts receivable

Due from _________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________

Amount $ _______________________ Terms ___________ Due date ___________________________________

Comment ____________________________________________________________________________________

Due from _________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Comment ____________________________________________________________________________________

Due from _________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Comment ____________________________________________________________________________________

B. Liabilities

Due to ____________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Comment ____________________________________________________________________________________

Due to ____________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Comment ____________________________________________________________________________________

Due to ____________________________________________ Phone _____________________________________

Address ______________________________________________________________________________________


Comment ____________________________________________________________________________________


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C. Claims or lawsuits

The following claims or lawsuits are pending:

________________________________________________________________________________________________

________________________________________________________________________________________________

Attorney of record ________________________________________________________________________________

Phone _______________________________________________________________________________________

Attorney of record ________________________________________________________________________________

Phone _______________________________________________________________________________________

D. Credit cards

Company Account No. Line of credit

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

__________________________________ _______________________________ _____________________________

E. Net worth

Total assetsSections II, III, IV and V: $ _________________________________________

Total LiabilitiesSection VI: $ _________________________________________

Net worth: $ _________________________________________

Notes:


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A Guide to Planning Your Will


VII. Location o Important Papers

Vital statistics ____________________________________________________________________________________

Trust agreements _________________________________________________________________________________

________________________________________________________________________________________________

Last will and testament ____________________________________________________________________________

Living will _______________________________________________________________________________________

1. Healthcare Proxy _______________________________________________________________________________

2. Power of Attorney ______________________________________________________________________________

Bonds and securities ______________________________________________________________________________

________________________________________________________________________________________________

Bank books ______________________________________________________________________________________

Insurance policies ________________________________________________________________________________

Business agreements ______________________________________________________________________________

Inventory of personal property ______________________________________________________________________

________________________________________________________________________________________________

Titles and deeds __________________________________________________________________________________

Tax papers ______________________________________________________________________________________

Charitable documents _____________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

Others __________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________


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VIII. Personal Advisors

Physician_____________________________________________________________________________________

Address ______________________________________________________________________________________

Specialty _________________________________________ Phone _____________________________________

Physician_____________________________________________________________________________________

Address ______________________________________________________________________________________

Specialty _________________________________________ Phone _____________________________________

Clergy person _________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Attorney _____________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Accountant ___________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Insurance agent _______________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Trust oicer __________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Investment broker _____________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________


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Tax consultant ________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Other ________________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Other ________________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Other ________________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Notes:


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IX. Funeral and Burial Instructions

Funeral director ___________________________________ Phone _____________________________________

Address ______________________________________________________________________________________

Religious ailiation ____________________________________________________________________________

Clergy person _____________________________________Phone ______________________________________

Fraternal ailiation ____________________________________________________________________________

Officer ___________________________________________ Phone _____________________________________

Designation o memorial gits ___________________________________________________________________

_____________________________________________________________________________________________

q

Cemetery plotq

Cemetery vaultq

None

Name, location ________________________________________________________________________________

Phone _______________________________________________________________________________________

Section No. _______________________________________ Plot No. ____________________________________

Location of deed _______________________________________________________________________________

Other burial instructions ________________________________________________________________________

_____________________________________________________________________________________________


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X. Last Will and Testament

Executor under will ____________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Alternative _______________________________________ Phone _____________________________________

Address ______________________________________________________________________________________

Guardian/Conservator _________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Alternative _______________________________________ Phone _____________________________________

Address ______________________________________________________________________________________

Trustee _______________________________________________________________________________________

Address ______________________________________________________________________________________

Phone _______________________________________________________________________________________

Date of last will ____________________________________ Codicil _____________________________________

Attorney o record _____________________________________________________________________________

Phone _______________________________________________________________________________________

Comments ______________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________


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XI. Philanthropic Interests

My principal philanthropic interests are in the following organizations also see page 9:

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

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________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

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Notes to executor _________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

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The Importance o Estate Planning

A careully constructed estate plan is vitally important or two reasons. First, it allows you to distributeyour property to whom and in what amounts you wish. Second, it permits you to take advantage o avariety o tax-minimizing techniques that can increase your amilys security and make it possible toulll your personal desires and objectives.

However, once your plan is complete it should not be led away and orgotten. Changes in personaland nancial circumstances and revisions in the tax laws require requent review o your plan. Perhaps,in completing this personal and nancial inormation record, you have discovered that such a reviewmight be necessary.

We would also like to show you how the various orms o outright and deerred giving can beincorporated eectively into your plans. All such consultations will be arranged and conducted con-dentially and with no obligation.

The information contained herein is offered for general informational and educational purposes. You should seek the advice of an attorney for applicability to your own situation.


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Gail DexterDirector of Development

t: 603-645-9681e-mail: [email protected]

Office of Institutional Advancement2500 North River Road

Manchester, NH 03106-1045

www.snhu.plannedgifts.org

snhu will kit complete

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