A GUIDE TO PLANNING YOUR
ESTATE
Many
people are interested in
particular areas of estate
planning. By clicking below
on your area(s) of interest,
or on the full 28-page guide,
you can view or print the
portion specific to your
needs. You will also find
this easy-to-use guide helpful
in preparing to meet with
your attorney when you are
ready to draft or update
your estate plan.
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| Planning:
The Why and What (Pages
1-2) |
| The
Estate Design Process (Pages
3-6) |
| God's
Plan of Stewardship for
Your Estate (Pages
6-9) |
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| Charitable
Estate Plan Options (Pages
17-18) |
| Business
Estate Plans Options (Pages
19-21) |
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| Need
for a Personal Inventory
of your People, Property,
Plans and Planners (Page
25) (See
also - Preparation
Inventory) |
| Offer
to Provide an Estate
Design Based on Your
Inventory (Pages
25-28) |
| The
full Will and Trust
Planning Guide as one
HTML page |
 The
above files are in Acrobat
Reader (PDF) format. |
For
further information or answers
to your questions, please feel
free to call our Estate Planning
Team toll free at
1-800-387-4040 . We can provide you with additional
information on the variety of plans outlined
and we can guide you, in consultation with your
advisors as needed, to the best options for you.
There is no obligation and the call is toll free,
so call us today. You can send an email to:
.
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