Making my Estate Plan
1. Duties of the Personal Representative;
2. How to own my bank accounts;
3. Why a will is often not the best plan;
4. How is the estate taxed?
5. How to administer collections;
6. Why have an updated will?
I have created an Estate Planning Series that sets out income tax, financial and personal objectives:
Estate Planning Series Part 1: Consider Income Tax, Financial and Personal Objectives in today's no estate tax for the 99% estate planning environment
Estate Planning Series Part 2: What is portability for estate planning and why do I need it?
Estate Planning Series Part 3: Why should I consider a Bypass Trust?
Estate Planning Series Part 4: It's about the Income Tax Now