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Estate planning (1)

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Estate planning – PowerPoint PPT presentation

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Title: Estate planning (1)


1
Estate Planning
  • That is estate planningmaking a plan in advance
    and naming whom you want to receive the things
    you own after you die.

2
Regardless of age, circumstance, or personal
finances, everyone should have an estate plan.
3
The importance of an estate plan and breaks down
the three core pieces that an estate plan
contains a healthcare proxy (someone who can
make important medical decisions on your behalf
should you be unable to do so yourself), a
durable power of attorney (a document that allows
a person of your choice to make decisions
regarding your finances), and the last will and
testament (a document that stipulates how your
assets should be divided amongst beneficiaries.
4
Become aware of some of the falsehoods
surrounding estate plans and learn more about why
estate planning is essential!
5
Every estate is subject to a federal tax, but
estates under a certain total value are exempt
from the federal estate tax.
6
To be valid, your Final Disposition Instructions
must be signed by you in the presence of a notary
public and two witnesses. You can revoke this
document anytime by destroying it, revoking it in
writing, and or creating and executing a new set
of Instructions
7
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.
8
We are a boutique law firm with deep local roots
and strong local connections. At Levine-Piro
Law, we practice in many areas, but we share one
thing the personal touch we bring to each of our
cases. By getting to know you from the outset, we
are able to fashion effective and creative
solutions to the complex legal situations you
bring to us.Whether you come to us with a
proposal or a problem, at a high point or a low
point, our attorneys protect what you value most.
9
Get in touch 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.
10
Get In Touch With Us!!
11
Free Phone Consultation(978) 637-2048office_at_levi
nepirolaw.com
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