lake law estate planning presentation
DESCRIPTION
Marketing presentation for estate planning lawyerTRANSCRIPT
ESTATE PLANNING
Avoiding Costly
Mistakes
Kevin Lake ���A t t o r n e y & C o u n s e l o r a t L a w
Practice Areas
Estate Planning
Family Juvenile
Li9ga9on
• Wills & Trusts • Probate
• Adop9on • Custody
• Civil • Criminal
What is Estate Planning?
Protect the people you care about aBer you have gone.
A systema9c process for the accumula9on, conserva9on and distribu9on of an asset porFolio.
This is not enough
Limita&ons BeRer than Joint Tenancy Limited Control Inflexible Disinheritance Under age No planning for disability
Transfer on Death Beneficiary Deed
Who Loves Paying TAX?
Estates valued $5.12 million 35%
Estates valued up to $1 million or more 55% from 2013
4 Levels of Protection
Revocable Living Trust
Pour-‐Over Will
HEALTHCARE Power of ARorney
DURABLE Power of ARorney
“LIVING” Trust
Review it Update it Keep it safe but accessible
Life Events Births, Marriages, Deaths, Illness,