What is Estate Planning and why it is important - PowerPoint PPT Presentation

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What is Estate Planning and why it is important


Estate planning is not about how much money you have, it’s about protecting what you have during your life and for those you love after you are gone. It ensures what you have is received by the people you love, when you want, and the way you want. – PowerPoint PPT presentation

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Title: What is Estate Planning and why it is important

Estate Planning Protect you and your Loved ones
What is Estate Planning?
Estate planning is the creation of a definite
plan for managing your wealth while you are alive
and distributing it after your death. These
assets may be owned jointly or separately with
What is Family Estate Planning?
  • Every family should have an estate plan, one that
    is designed and implemented by an attorney who
    focuses on estate planning law and who cares
    about your financial goals
  • Without an estate plan, you can put yourself and
    your loved ones at risk.
  • If you do not have an estate plan and you become
    incapacitated, you will not be able to control
    who will make the financial and health care
    decisions on your behalf.

Estate Planning Services
Following are the services that comes under
estate planning
  • Last Will and Testament
  • Power of Attorney
  • Living Will
  • Living Trusts

Last Will and Testament
  • A Last Will and Testament is an essential legal
    document to any good estate plan.
  • After determining that you need an estate plan,
    your estate planning attorney will recommend
    either a trust-based estate plan or will-based
    estate plan.

Power of Attorney
A power of attorney is a legal document that
authorizes you to appoint someone else, known as
agent, to make the legal, financial and business
decisions on your behalf.
Living Will
A living will is a legal document that provides
instructions to loved ones and medical providers
about an individual wishes concerning end-of-life
medical decisions.
Living Trusts
A living trust is a type of trust which you
create for distributing assets after your death.
Most the living trust is revocable and this means
that you can change its terms at any point of
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