Estate Planning and Probate - PowerPoint PPT Presentation

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Estate Planning and Probate

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Title: Estate Planning and Probate


1
"Everybody has got to die, but I have always
believed an exception would be made in my case."
William Saroyan
  • Estate Planning and Probate

2
  • 55 of Americans die without a will or estate
    plan
  • 25 of people over 75 have no will or estate plan
  • 92 of people under 35 have no will or estate
    plan
  • 50 of parents have no will or estate plan
  • Do you see yourself in one of these statistics?
    Is your estate plan all set to go in the event
    something happens to you? Or, is it on the list
    of things you know are important but that you
    just cant seem to get done?

3
Its certainly human to delay putting together an
estate plan when it means having to face your own
mortality. Maybe you think there are just too
many decisions to be made and it overwhelms you. 
4
 Maybe you are not even quite sure what documents
are included in an estate plan. Maybe its some
other reason entirely.
5
Let us help.
6
This information brief explains what exactly is
an estate plan and what documents are included in
it to protect you both while you are living AND
once you pass away.
7
A will, sometimes called a last will and
testament, is a document that states your final
wishes in terms of who you want to inherit your
assets. This includes giving your beneficiaries
anything from your home or property to your
investments to your jewelry or stamp collection.
8
The Durable Power of Attorney we just described
is considered to be non-springing. It is
important for you to know that there is also a
Springing Power of Attorney which springs
into action only after a specific event occurs. 
9
If the person you have chosen to carry out your
wishes agrees, it is expected that s/he will
follow through on your instructions when the time
comes to celebrate your life after you pass.
10
If the person you have chosen to carry out your
wishes agrees, it is expected that s/he will
follow through on your instructions when the time
comes to celebrate your life after you pass.
11
Please call our office at 978-637-2048 to set
up a consultation or e-mail us. We provide a
free 15 minutes phone consultation.
12
Get In Touch With Us
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