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ALL YOU NEED TO
KNOW ABOUT
ESTATE
PLANNING
Estate planning in simple
terms refers to the passing
assets / investments down
from one generation to
another. You decide how
much of your estate – you
want to pass on to whom
and how, after your demise.
IMPORTANCE OF ESTATE PLANNING
Estate planning ensures that all your assets – physical, financial
and online – are inherited by the people to whom you want them
to be transferred after your demise
TIPS FOR SELECTING THE
RIGHT ESTATE PLANNER
• Make a list of your specific needs
• Ask friends and family
• Search locally
• Take time to interview your prospects
• Use online Estate Planning services
instead
Estate Planning can seem
hard. But it doesn’t have to
be. With the right
information - like knowing
how to find an Estate
Planning attorney - you can
have a plan in place that
you’re confident in.
Contact Us
www.elderlawcenterofwisconsin.com
paralegal@elcwi.com
(262) 812-6262
All You Need To Know About Estate Planning.pptx

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All You Need To Know About Estate Planning.pptx

  • 1. ALL YOU NEED TO KNOW ABOUT ESTATE PLANNING
  • 2. Estate planning in simple terms refers to the passing assets / investments down from one generation to another. You decide how much of your estate – you want to pass on to whom and how, after your demise.
  • 3. IMPORTANCE OF ESTATE PLANNING Estate planning ensures that all your assets – physical, financial and online – are inherited by the people to whom you want them to be transferred after your demise
  • 4. TIPS FOR SELECTING THE RIGHT ESTATE PLANNER • Make a list of your specific needs • Ask friends and family • Search locally • Take time to interview your prospects • Use online Estate Planning services instead
  • 5. Estate Planning can seem hard. But it doesn’t have to be. With the right information - like knowing how to find an Estate Planning attorney - you can have a plan in place that you’re confident in.