Essential Guide to Estate Planning and Life Decisions

Comprehensive overview of estate planning, life decisions, and end-of-life considerations. Explore topics such as wills, trusts, power of attorney, health care directives, and options for your heirs. Get insights on conservatorship and setting up a plan to secure your future and legacy.

• Estate Planning
• Life Decisions
• Wills
• Trusts
• Power of Attorney

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Uploaded on Sep 07, 2024 | 0 Views

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1. QUALITY ESTATE PLANNING JAMES M WOOD WOODLAWOAKLAND@GMAIL.COM

2. If I die . . . . Most people die at 25 and aren t buried until they re 75. Benjamin Franklin I'm always relieved when someone is delivering a eulogy and I realise I'm listening to it. George Carlin It's not that I'm afraid to die, I just don't want to be there when it happens. Woody Allen

3. OVERVIEW The talk Life Planning Will or Trust Or not Personal assets, family, death Power of attorney End of life choices Advanced Health Care Directive Orders for Life-Sustaining Treatment Do Not Resuscitate

4. THE TALK

5. WHO WILL TAKE CARE OF ME? POWER OF ATTORNEY GENERAL OR SPECIAL CIRCUMSTANCES ENDS ON INCAPACITY DURALE POWER OF ATTORNEY CONTINUES AFTER LOSS OF CAPACITY SPRINGING POWER OF ATTORNEY EFFECTIVE ON DATE OR CONDITION OTHERS

6. ESTATE PLANNING WILLS TRUSTS

7. OPTIONS TO WILLS OR TRUSTS JOINT TENANCY REVOCABLE TRANSFER UPON DEATH FOR LIFE INSURANCE, RETIREMENT PLANS, TRUSTEE BANK ACCOUNTS, PAY ON DEATH ASSETS SPEND IT ALL

8. OPTIONS FOR YOUR HEIRS Affidavit for Transfer of Personal Property Worth $150,000 or Less All real and personal property. All life insurance or retirement benefits that will be paid to the estate (but not any insurance or retirement benefits designated to be paid to some other person). Affidavit Contents Process

9. HEALTH CARE DECISIONS ADVANCE HEALTH CARE DIRECTIVE DO NOT RECUSITATE PHYSICIAN ORDERS FOR LIFE- SUSTAINING TREATMENT

10. CONSERVATORSHIP

11. HOW TO SET UP A CONSERVATORSHIP

12. DUTIES OF A CONSERVATOR

13. THE TALK REDUX

14. THANKS!