A presentation explaining the importance of preparing an estate plan sooner rather than later. A brief explanation of the component parts of an estate plan is included.
Do you have a written estate plan? If you do not have a written estate plan, including a will, power of attorney, and a healthcare surrogate designation/living will directive, now is the time to create one. If you have a written plan, perhaps it’s time for a review. By Jim Dressman, DBL Law
From the Oklahoma law firm Cazes Roberts, PC:
A concise yet practical review of what Oklahoma estate planning is, why some would want to do Oklahoma Estate Planning and the tools used in Oklahoma Estate Planning.
A presentation explaining the importance of preparing an estate plan sooner rather than later. A brief explanation of the component parts of an estate plan is included.
Do you have a written estate plan? If you do not have a written estate plan, including a will, power of attorney, and a healthcare surrogate designation/living will directive, now is the time to create one. If you have a written plan, perhaps it’s time for a review. By Jim Dressman, DBL Law
From the Oklahoma law firm Cazes Roberts, PC:
A concise yet practical review of what Oklahoma estate planning is, why some would want to do Oklahoma Estate Planning and the tools used in Oklahoma Estate Planning.
This webinar will discuss one of the most important savings goals of American families: saving money for a comfortable retirement. Specific topics to be covered include research findings about the retirement preparedness of American families, conflicting opinions about “the number” (i.e., amount of money needed to comfortably retire), factors that influence the number, and retirement savings calculation tools such as the Ballpark Estimate and Monte Carlo simulations. Case studies and chat questions will be included to apply the webinar content to real world situations.
In gearing up for America and Military Saves Weeks, Dr. Barbara O'Neill will present this 90-minute webinar on the tools and resources available for calculating the amount individuals and couples need to save for retirement, on behalf of the Military Families Learning Network.
Financial planning is for everyone. If you're like most people, financial planning might seem very complicated and confusing, and you might not know where to start. However, here are some ideas to help you get started.
Financial Literacy Seminar for Secondary School StudentsLaja Shoniran
Financial illiteracy and ignorance about money management are major reasons for recurring poverty. Teaching young people in secondary schools about money management creates a new generation of people who are money smart and financia;lly literate
Why Retirement plan ( Things to remember while planning for retirement )Singharoy Investment
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Starting early helps save more
It's good if you start planning your finances early – your financial commitments are likely to be fewer, and hence you can salt away more. Planning at the early years of your career also helps compound the corpus many times by the time you retire.
Things to remember while planning for retirement
1: Decide how much income you require to live comfortably in your post-retirement years. Consider aspects like increased medical costs, vacations but reduce costs like children's education and rent, if you own your home. You must map this income on basis of your current lifestyle.
2: Determine how much you need to save regularly, starting today, to have the right amount. Start allocating as much as you can towards your retirement kitty. In case you are currently not in a position to set apart the funds required, start with whatever is at your disposal.
3: Select the right retirement plan, which will help you meet your post-retirement requirements.
4: Start saving now! Then you will have time on your side and can enjoy the power of compounding.
5: Systematically invest a fixed amount every month for your post-retirement years and lead a tension free healthy retirement.
Not only is retirement planning an essential aspect of one's overall financial planning exercise but is also crucial to be commenced early in life. One must always remember that systematic and early retirement planning can help you reduce your financial burden incurred during the post retirement years and help you plan for a carefree and financially secured post retirement life today.
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
A simple and revolutionary financial plan report that does something simple.Abhinay Gupta
I was searching for a productive and presentable financial plan report on the web and couldn't find a single. All the sample financial plan that I have seen are either number crunches or complicated. Clients don't like it. It sucks! SO, here's a simple and revolutionary financial plan report that does something simple.It helps clients in understanding its personal finance and increases engagement.The report is simple, meaningful and free of data crunches. I feel this will change the way people look at their personal finance.
Retirement Planning is the process of determining and accumulating the retirement corpus one would require to live a comfortable life after the paid work life ends.
The ultimate goal of retirement planning is to achieve financial independence.
Objectives-
To cover medical expenses and be prepared for medical emergencies.
To create regular income sources after retirement.
To deal with any kind of uncertainities.
As the Indian economy will mature, the interest rate and stock market return will continue to moderate resulting in lower return from investment.
Thank You For Watching
Subscribe to DevTech Finance
This PPT is on creating personal financial plan. Also ideas on creating wealth and also various avenues of investments. This ppt is based on investment options available in India
Helps customer find the best policy according to their suitable needs
Features,pros,cons and suitability of various policies are given :-
1. Term Policy
2. Whole Life Policy
3. Unit Linked Insurance Policy (ULIP)
4. Money Back Policy
5. Endowment Policy
This self-paced course is designed to provide you with a basic understanding of personal financial management to help you meet life's challenges and opportunities in college and in life. Major topics covered include: financial planning; budgeting; information on the various sources of financial aid; credit use; standards of progress for financial aid eligibility; affording the loan debt that you have borrowed; using your maximum credit wisely; and retirement planning. Students will be provided with information that will enhance their knowledge and skills to assist them with making more informed decisions that are related to various practices as they pursue their education at Madison College.
This webinar will discuss one of the most important savings goals of American families: saving money for a comfortable retirement. Specific topics to be covered include research findings about the retirement preparedness of American families, conflicting opinions about “the number” (i.e., amount of money needed to comfortably retire), factors that influence the number, and retirement savings calculation tools such as the Ballpark Estimate and Monte Carlo simulations. Case studies and chat questions will be included to apply the webinar content to real world situations.
In gearing up for America and Military Saves Weeks, Dr. Barbara O'Neill will present this 90-minute webinar on the tools and resources available for calculating the amount individuals and couples need to save for retirement, on behalf of the Military Families Learning Network.
Financial planning is for everyone. If you're like most people, financial planning might seem very complicated and confusing, and you might not know where to start. However, here are some ideas to help you get started.
Financial Literacy Seminar for Secondary School StudentsLaja Shoniran
Financial illiteracy and ignorance about money management are major reasons for recurring poverty. Teaching young people in secondary schools about money management creates a new generation of people who are money smart and financia;lly literate
Why Retirement plan ( Things to remember while planning for retirement )Singharoy Investment
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Retirement is the time when you would like to spend your days doing what you love — travel, live in the farm house, start a poultry farm, restaurant etc. However, I have come across many people who are not very comfortable about retirement thinking that their regular income will then become irregular.
Starting early helps save more
It's good if you start planning your finances early – your financial commitments are likely to be fewer, and hence you can salt away more. Planning at the early years of your career also helps compound the corpus many times by the time you retire.
Things to remember while planning for retirement
1: Decide how much income you require to live comfortably in your post-retirement years. Consider aspects like increased medical costs, vacations but reduce costs like children's education and rent, if you own your home. You must map this income on basis of your current lifestyle.
2: Determine how much you need to save regularly, starting today, to have the right amount. Start allocating as much as you can towards your retirement kitty. In case you are currently not in a position to set apart the funds required, start with whatever is at your disposal.
3: Select the right retirement plan, which will help you meet your post-retirement requirements.
4: Start saving now! Then you will have time on your side and can enjoy the power of compounding.
5: Systematically invest a fixed amount every month for your post-retirement years and lead a tension free healthy retirement.
Not only is retirement planning an essential aspect of one's overall financial planning exercise but is also crucial to be commenced early in life. One must always remember that systematic and early retirement planning can help you reduce your financial burden incurred during the post retirement years and help you plan for a carefree and financially secured post retirement life today.
If you are between 25- 45 yrs. of Age,Working & Serious about achieving success in your Financial Future, here are some guidelines.......... which can help you.
A simple and revolutionary financial plan report that does something simple.Abhinay Gupta
I was searching for a productive and presentable financial plan report on the web and couldn't find a single. All the sample financial plan that I have seen are either number crunches or complicated. Clients don't like it. It sucks! SO, here's a simple and revolutionary financial plan report that does something simple.It helps clients in understanding its personal finance and increases engagement.The report is simple, meaningful and free of data crunches. I feel this will change the way people look at their personal finance.
Retirement Planning is the process of determining and accumulating the retirement corpus one would require to live a comfortable life after the paid work life ends.
The ultimate goal of retirement planning is to achieve financial independence.
Objectives-
To cover medical expenses and be prepared for medical emergencies.
To create regular income sources after retirement.
To deal with any kind of uncertainities.
As the Indian economy will mature, the interest rate and stock market return will continue to moderate resulting in lower return from investment.
Thank You For Watching
Subscribe to DevTech Finance
This PPT is on creating personal financial plan. Also ideas on creating wealth and also various avenues of investments. This ppt is based on investment options available in India
Helps customer find the best policy according to their suitable needs
Features,pros,cons and suitability of various policies are given :-
1. Term Policy
2. Whole Life Policy
3. Unit Linked Insurance Policy (ULIP)
4. Money Back Policy
5. Endowment Policy
This self-paced course is designed to provide you with a basic understanding of personal financial management to help you meet life's challenges and opportunities in college and in life. Major topics covered include: financial planning; budgeting; information on the various sources of financial aid; credit use; standards of progress for financial aid eligibility; affording the loan debt that you have borrowed; using your maximum credit wisely; and retirement planning. Students will be provided with information that will enhance their knowledge and skills to assist them with making more informed decisions that are related to various practices as they pursue their education at Madison College.
Dit boekje is een verslag van het project Design Durven Doen 2008.
Samen met een aantal partijen zijn de industrie en creatieve industrie samen aan de slag gegaan. In het verslag zijn een aantal van de in totaal van de 30 samenwerkingen te lezen.
Let us help you organise your financial affairs, ensuring that your assets go to your chosen beneficiaries in the most structured and tax effective way.
Do you have children or elderly parents? What about savings or a home?
If you answered yes to any of these, here's another question for you: Do you have an estate plan in place?
Planning is the key, this workshop will run through:
• What is estate planning?
• What is a Will and why make one?
• What assets are governed by a Will?
• What assets aren’t governed by a Will?
• Testamentary trusts
• Blended families
• Power of Attorney
• Tax effective estate planning
Breaking Up is Hard To Do - Planning issues when untying the knot - presented by lawyer Jane Shanks, VP Assante Wealth Management to the Estate Planning Council of Abbotsford on September 17, 2014.
8 tips to finding the right estate planning attorney | Best Law Firm in Anken...Milan Maharjan
If you want things to go exactly as you intended, it is essential to find the help of an experienced estate planning attorney. Take the time to find and hire a professional and respected attorney in your area. Get in touch with Mark Gray Law PLC, the best estate-planning attorney in Ankeny.
Slides - Adviser facilitated probate and estate administration - 18 October 2017Matthew Burgess
View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.
We are excited to confirm that the platform now offers, nationwide, a comprehensive adviser centric solution for probate and estate administration.
This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s platform to radically expand their estate planning related offerings.
Find out how the platform can allow you to deliver facilitated probate and estate administration solutions, safe in the knowledge that the legal documents will be delivered by one of the leading provider in the space – with all products being priced on an upfront and service guaranteed fixed price basis.
The webinar recording is uploaded to our website - https://viewlegal.com.au/recorded-webinars/ under the heading ‘Free recorded webinars.
A presentation made by Lise Poratto-Mason during the free public forum "Continuing the Conversation: a discussion on preparing for end-of-life care" on February 6, 2014 at the United Steelworkers Hall in Sudbury, Ontario.
Lise Poratto-Mason is a partner with the law firm of MASON PORATTO-MASON LLP.
Learn more about the forum at http://www.hsnsudbury.ca/events
For many business owners, estate planning and business succession planning is the furthest thing from their minds when starting a business; this presentation talks about why it needs to be one of the first things on their minds
This is a presentation on planned giving that was made to the Ottawa County Parks Foundation. It includes estate and tax planning considerations for planned giving.
It's never too early to start thinking about your estate plan! Take a look at our top tips for estate planning to see if you're on the right track for your income and family situation.
2. Background Partner at Cunningham Dalman, P.C. Specialize in estates/elder law and business planning Have a Masters in Tax and close to completing Certified Financial Planning designation
3. Background Office is located in Holland Firm has been serving the Holland/Zeeland area since 1900 Have 15 attorneys specializing in all areas of the law
4. Overview Discuss the parts of an estate plan Cover the estate planning process Explain the most common types of estate plans
5. What is estate planning? Process of planning for the future management and distribution of your assets and your future medical care Includes documents such as wills, trusts, and powers of attorney
6. Why is estate planning important? Significantly reduces the cost of administration Minimizes the stress for your family and friends involved in the process
7. Why is estate planning important? It allows you to determine who will receives your assets It authorizes someone to make your medical decisions
8. Is it time consuming? Collect your financial information Attend one initial planning meeting that will last one hour Review drafts of documents Attend a signing conference for one hour
9. How much does it cost? There are two common estate plans One plan avoids probate is $850 (includes a living trust, pour-over wills, and powers of attorney)
10. How much does it cost? Other plan does not avoid probate is $500 (includes wills and powers of attorney) Does not include estate tax or Medicaid planning
11. What is probate? Probate is a court process to administer a deceased person’s financial affairs Required when someone passes away with assets in his or her own name or fails to name a beneficiary
12. Why avoid probate? Probate is a public process so anyone can access information on your assets and your beneficiaries Probate process can exacerbate otherwise tense family situations
13. Why avoid probate? Probate can be costly to administer (between 3-8% of your estate) Probate process takes time to complete (6-9 months)
14. What does the estate planning process look like? Sent information about estate planning and a questionnaire Attend a meeting that we discuss your goals and the types of estate plans
15. What does the estate planning process look like? Prepare and send to you a draft of the estate planning documents Review documents and call with questions or changes
16. What does the estate planning process look like? Attend a signing conference May need to change beneficiaries on life insurance and retirement plans or/and fund your trust
17. What are the most common estate plans? Basic plan includes wills (potentially with a trust) and powers of attorney For clients who have young children and are not concerned with avoiding probate
18. What are the most common estate plans? Other plan includes a living trust, pour-over wills, and powers of attorney Plan is designed for clients with grown children and who desire to avoid probate