This summer may be remembered for the unusually large number of high profile deaths. These deaths cause us to face our own mortality and, for estate planning lawyers, result in more phone calls. It is always surprising how many individuals don't have any planning, such as Wills, Powers of Attorney and Medical Directives. Even fewer people have the appropriate planning, such as Revocable Trusts for probate avoidance or correct beneficiary designations on assets and proper asset titling.
With this in mind, by clicking Download Fundamental Estate Pl Presentation 8-31-09 blog.PPT you can follow a PowerPoint Presentation I will be giving this fall to prospective clients and professionals covering the need for fundamental estate planning, the necessary planning tools to utilize, and the critical importance of examining the ownership of the assets and beneficiary designations. The Case Study in the PowerPoint highlights this latter point.
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