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NEW HAMPSHIRE ESTATE PLANNING презентация
Содержание
- 1. NEW HAMPSHIRE ESTATE PLANNING
- 2. Think estate planning isn’t something you need to do?
- 3. Think again
- 4. Estate planning is for everyone, NOT JUST THE WEALTHY
- 5. Here are a few of the biggest misconceptions associated with estate planning
- 6. 1 I’m not wealthy enough.
- 7. 1 I’m not wealthy enough. Estate planning covers far more than just your finances
- 8. If you have minor children, you need
- 9. This is a decision you don’t want the state to make for you
- 10. 2 I’m not wealthy enough to justify an estate plan.
- 11. Who would make your medical decisions if
- 12. Remember, new HIPAA laws make it extraordinarily
- 13. Having a medical power of attorney ensures they’re not blocked access to you
- 14. Who would make your financial decisions if you are unable to communicate your wishes?
- 15. Would there be someone to pay your
- 16. A financial power of attorney ensures those bills aren’t unpaid
- 17. Just as HIPAA laws have strict compliance considerations, so does the Patriot Act
- 18. 3 I’m young. What’s the hurry?
- 19. 3 I’m young. What’s the hurry? A
- 20. One of the biggest mistakes a person
- 21. If you have children, it’s even more important
- 22. 4 I’ve heard that unless my estate
- 23. That $5,120,000 number you’re hearing so much
- 24. That number does take into account any
- 25. If your state has a state
- 26. Even if you don’t have to worry
- 27. 5 What’s the big deal? I can
- 28. 5 What’s the big deal? I can
- 29. You can find estate planning documents, including wills, living wills and even guardianship papers, online
- 30. But how confident are you in that they’ve been completed properly?
- 31. One small mistake can wreak havoc in ways you can only imagine
- 32. Steer clear of your third cousin’s oldest
- 33. 6 My spouse and I co-own everything. He/She can take care of it.
- 34. 6 My spouse and I co-own everything. He/She can take care of it. MAYBE NOT
- 35. These dynamics don’t address how your assets are distributed, especially when the surviving spouse passes
- 36. It’s important that you put into place adequate mechanisms for a surviving spouse
- 37. 7 I have a will. Isn’t that enough?
- 38. 7 I have a will. Isn’t that enough? NOT USUALLY
- 39. Again, it goes back to ensuring guardianship
- 40. We invite you to contact us today
- 41. Your first consultation is free and
- 42. www.dadlawoffices.com (603) 894-4141 OR (978) 686-4645
Think estate planning isn’t something you need to do?
Слайд 8If you have minor children, you need a guardianship to ensure
they’re properly cared for in the event of your death or incapacitation
Слайд 11Who would make your medical decisions if you are unable to
communicate your wishes?
2
I’m not wealthy enough to justify an estate plan.
Слайд 12Remember, new HIPAA laws make it extraordinarily difficult, if not impossible,
for even close family members to learn from doctors your condition
Слайд 15Would there be someone to pay your utility bills?
Pay tuition for
your son’s school?
Balance your checkbook?
Balance your checkbook?
Слайд 193
I’m young. What’s the hurry?
A quick Google search reveals thousands of
well known people – celebrities, sports figures, artists, inventors, investors – who all died in their thirties
Слайд 23That $5,120,000 number you’re hearing so much about is the magic
number for 2014 for estate taxes
4
I’ve heard that unless my estate is worth $5.12 million, I don’t need an estate plan.
Слайд 26Even if you don’t have to worry about an estate tax,
estate tax planning is typically is altogether different from an estate plan
Слайд 285
What’s the big deal? I can download the forms online and
fill them out anytime.
THAT’S TRUE
Слайд 29You can find estate planning documents, including wills, living wills and
even guardianship papers, online
Слайд 32Steer clear of your third cousin’s oldest son, who is in
his first year of law school, and who insists he can “look it over” for you during the next family reunion
Слайд 35These dynamics don’t address how your assets are distributed, especially when
the surviving spouse passes
Слайд 39Again, it goes back to ensuring guardianship dynamics are in place,
powers of attorney, any charitable giving you hope to leave behind and a host of other life events that aren’t covered in a traditional will
Слайд 40We invite you to contact us today to learn more about
estate planning and why it’s an important task that shouldn’t be taken for granted
Слайд 41Your first consultation
is free and with a bit of insight,
you can make a better decision moving forward
