PPT-Estate and legacy planning

Preparing for the what ifs Products issued by Minnesota Life Insurance CompanySecurian Life Insurance Company Presenters Many of the topics reviewed in this course have financial legal and tax implications The information provided is. Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). South Dakota Cooperative Extension Service. Randy McKee. McKee Companies. Sustaining the Legacy:. Management and Wealth Transfer Planning for Ranches. SASSY (Sustainable Annie’s Systems in South Dakota for Years to Come). Lew Dymond, Jr., Esq.. Control my property while I’m alive and well.. Provide for myself and my loved ones if I become disabled.. Give what I have:. To whom I want;. The way I want;. When I want.. Minimize the impact of taxes, professional fees, and court costs.. Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . the Future. . Nicholas . Karavidas. Principal, Wine Concepts & Design, International. Kenneth F. Levy, CFP. Levy, Daniel and McGee Wealth Management. David . McAlvany. Author, The Intentional Legacy. Planet Philanthropy . 2015. June 7-9, . 2015. The . Hyatt Regency in Jacksonville, . Florida. Jonathan . Gudema. , . Esq., . Principal. , Planned Giving Advisors . LLC. What we’ll cover today. Why. Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. wealth planning objectives, including retirement, estate and asset protection planning. If properly designed, funded and maintained, t he RALA strategy can be utilized to supplement your retirement jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. Life Is Like A Baseball Game. Some Issues too tough!. Uncertain World. Let’s talk about how best to keep control – whether it rains or shines. Smart Estate Planning: Keeping . Control In The Family. According to the 2021 Canadian census, almost 12% of the nation’s families are stepfamilies – “blended families.” Those in in blended families ought to think ahead and confront challenging issues, such as estate planning. Edmonton families should establish clear plans early on to avoid serious difficulties that can occur when a parent or step-parent passes without a will. There comes a time in everyone’s life when it becomes necessary to focus on the future. That means not just your future but also that of your family and the estate you may one day leave behind. Effective estate planning with lawyers can provide a framework for stability and peace of mind if you begin now. It is vital to consider how to protect your estate and ensure you can provide for your own care in the future. Transition Planning. Stephen Cochi, MD, MPH. Polio Legacy Management Group, GPEI. India Expert Advisory Group Meeting on Polio Eradication. 20 March 2015. Polio Endgame Strategic Plan 2013-18. Objective 1. R. Max Best. GOALS AND PURPOSES OF ESTATE PLANNING. Arrangement of one’s estate for disposition and management of property at death . The purpose of estate planning is to preserve and transfer the maximum amount of wealth for your beneficiaries and to reduce the stress of management for your heirs and beneficiaries, .