Thursday, January 7, 2016

Estate Planning FAQs NJ

Estate Planning FAQs

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I) Estate Planning Overview
  • What is Estate Planning?

  • II) An Introduction to Wills
  • What Happens if You Die Without a Will?
  • What a Will Does
  • What a Will Does Not Do
  • How to Execute a Will
    Types of Non-probate Property

  • III) Revocable Trusts
  • What is a Revocable Living Trust

  • IV) Power-of-Attorney
  • Power of Attorney
  • Who Should Be Your Agent
  • How the Agent Should Sign
  • Beyond Signing Checks
  • State Laws Vary
  • State Laws Vary
  • What if I Move?
  • Will My Power of Attorney Expire?

  • V) Living Wills, Health Care Proxies, and Advance Health Care Directives
  • Living Wills, Health Care Proxies, and Advance Health Care Directives
  • LivingWills
  • Health Care Proxy
  • Why Have Health Directives?
  • Obtaining_Living_Wills
  • Organ and Tissue Donation
  • Communication is the Key

  • VI) The Probate Process
  • What is Probate?
  • Should You Avoid Probate?

  • VII) Planning With Retirement Benefits
  • Planning With Retirement Benefits
  • Income Taxation of Qualified Plans and IRAs
  • Distribution of Plan Assets to the Participants
  • Distribution of Plan Assets After Participants Death
  • Estate Tax Considerations
  • Planning Considerations

  • VIII) Guidelines for Individual Executors and Trustees
  • Guidelines for Individual Executors and Trustees
  • Understanding the Will
  • Is Probate Necessary?
  • Managing Estate Assets
  • Handling Debts & Expenses
  • Funding the Bequests
  • Trust Administration
  • Closing the Estate
  • Common Questions

  • IX) The Lawyer's Role

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