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Guide to Planning Your Gifts
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1. Your Property How much property do you own? Do you own enough to require a will or plan?
2. Joint Tenancy What are the dangers of holding your property in joint tenancy?
3. Failing to Plan Learn what will happen if you pass away without a will.
4. Why No Will? Why do some people fail to make a will? Learn why you need to plan now.
5. Asset Distribution Discover how assets are distributed through a will.
6. Wills 101 What is included in a will? Learn the basics of updating a will.
7. Trust Benefits What is a trust? Learn the benefits of establishing a living trust.
8. Wills vs. Trusts What are some differences between a will and trust?
9. Health & Attorneys What is a healthcare directive and power of attorney?
10. IRA Gifts Learn why an IRA is not a good asset to give to children.
11. Planning for Children Help children learn about money and explain ways to diversify inheritance
12. A Right Inheritance Learn the right timing, right amounts and property to give. |