Estate Planning Protecting Your Family’s Future. Estate Planning Protects Your Family’s Future Financially Provides for dependent family members Preserves.

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Presentation transcript:

Estate Planning Protecting Your Family’s Future

Estate Planning Protects Your Family’s Future Financially Provides for dependent family members Preserves assets for children or grandchildren Reduces or eliminates death taxes

Emotionally Minimizes potential for conflict among family members Preserves family relationships Estate Planning Protects Your Family’s Future

What Do I Do? Learn about the issues Decide what you want Discuss your choices with the appropriate people Make it legal

Learn About the Issues End-of-life Care Issues

Legal Authority Issues Learn About the Issues

Financial Issues Learn About the Issues

Property Issues Learn About the Issues

Family Issues Learn About the Issues

Death-Related Issues Learn About the Issues

Decide What You Want Make Decisions About Who gets your property People who depend upon you for support Your preferences for living arrangements Medical care you do or do not want

Make Decisions About How you will pay for medical, nursing home care, and other needed assistance Who will make decisions for you when you cannot Burial, cremation, and memorial arrangements Decide What You Want

Discuss Your Choices With The Appropriate People Spouse Family members Agent (under durable power of attorney) Health care agent Friends (if so desired) Doctors and other medical providers Lawyer Clergy (if so desired)

Make It Legal Last Will and Testament Must-Have Document # 1

Make It Legal Durable Power Of Attorney Must-Have Document # 2

Make It Legal Health Care Power Of Attorney Must-Have Document # 3

Make It Legal Advance Instruction For Mental Health Treatment Must-Have Document # 4

Make It Legal Living Will Must-Have Document # 5

Make It Legal Trust(s) Must-Have Document # 6

Other Useful Documents Letter of last instruction Ethical will Medical directives or suggestions Do not resuscitate order (DNR) Organ donation card

Planning Your Estate The gift you give your family

For more information please refer to the Estate Planning newsletter on your mini-CD

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