PPT-Estate Planning 101 Kurt W. Mears, CRPC®, NSSA™

Estate Planning 101 Kurt W Mears CRPC NSSA ACM Retirement University Dream big Invest smart Disclaimer The information presented herein is not a comprehensive analysis of the topic presented and the viewer should consult tax and legal advisors to understand all the ramifications of the topics discussed . 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). At The End Of Life. Carolyn McClanahan, M.D., CFP. ®. @. CarolynMcC. Overview. Communication. Checklist. Cash Flow. Insurance . Tax Planning. Estate Planning. Resources. Communication. Tell me more. 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.. Gregg Hadley, PhD. Assistant Director – Agriculture, Natural Resources, and Community Development. K-State Research and Extension. ghadley@ksu.edu. 785-532-5838. Why?. Grandma and Grandpa. (The Past Generation). 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.  . 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. Senate Fiscal Committee/COPE Presentation. January 3, 2012. Capital Planning. 2. Prepared by Administration & Planning, Office of Physical Planning and Real Estate . A refined approach to capital planning must ensure capital investments are aligned with strategic priorities, long-term financial perspectives, and the One University Framework vision.. source: mediaarchaeologylab.com. source: . sfhcbasc.blogspot.com. McAffee, 2013, Digital Assets Survey. McAffee, 2013, Digital Assets Survey. Legal Landscape. 2013, The Digital Beyond. John C. H. Grabill. Accurate Finra CRPC Chartered Retirement Planning Counselor Practice Course

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