Distributing Wealth and Estate Planning

1. Estate Planning Overview

2. Why Estate Planning

3. What is a will

4. What is Probate and Executrix

5. Understanding Estate Planning and Estate Taxes

6. Establishing a Trust

7. Credit Shelter Trust and Q-TIP

8. Revocable Living Trust and Insurance Trust

9. Letter of Instruction

10. Power of Attorney

11. Healthcare Directives

12. Will, Gifting, Gifting Taxes - Part 1

13. Will, Gifting, Gifting Taxes - Part 2