Before sitting down to work on your plan, you should give some thought to what your priorities are and what goals and objectives you want to focus on in your plan. Learn more about Missouri estate planning in this presentation.
This free report gives you a closer look at incapacity planning in Texas - what is an incapacity plan and why you need a plan long before you reach your golden years.
Women, in Estate Planning, You Are the Last ResortDolf Dunn
Because women usually outlive their male counterparts by an average of almost 5 years, making sure both you and your husband's estate documents are completed is crucial. I truly believe if you love someone, you will deal with your own mortality and get your estate documents completed! It is not about you, it is about the people you love most.
It is imperative that you understand what each fiduciary role encompasses and what should be considered when making a decision about whom to appoint. Learn more about estate planning in this whitepaper.
Estate Planning involves carefully considered decisions regarding your estate and property, your future and also the future of your children. A great estate plan is your opportunity to thoughtfully leave your assets to those whom you value and feel should benefit from your years of hard work and wealth accumulation. The questions you ask yourself initially will guide your entire estate planning process. This presentation discusses what questions you need to ask yourself as you begin the estate planning process. If you have questions about your estate plan, please contact us on 1800 770 780 or ohl@owenhodge.com.au.
The importance of an estate plan:
Estate planning is the only viable way to protect your assets, reduce tax obligations, avoid probate and provide financial security and peace of mind to your family. We prepared this eBook for educational purposes only. It should not be construed as legal advice or a legal opinion as to any specific facts or circumstances. Contact www.Drizinlaw.com
Workshop serves to educate individuals about the importance of preparing a last will and testament; protecting their loved ones and resources available to assist with estate planning.
This free report gives you a closer look at incapacity planning in Texas - what is an incapacity plan and why you need a plan long before you reach your golden years.
Women, in Estate Planning, You Are the Last ResortDolf Dunn
Because women usually outlive their male counterparts by an average of almost 5 years, making sure both you and your husband's estate documents are completed is crucial. I truly believe if you love someone, you will deal with your own mortality and get your estate documents completed! It is not about you, it is about the people you love most.
It is imperative that you understand what each fiduciary role encompasses and what should be considered when making a decision about whom to appoint. Learn more about estate planning in this whitepaper.
Estate Planning involves carefully considered decisions regarding your estate and property, your future and also the future of your children. A great estate plan is your opportunity to thoughtfully leave your assets to those whom you value and feel should benefit from your years of hard work and wealth accumulation. The questions you ask yourself initially will guide your entire estate planning process. This presentation discusses what questions you need to ask yourself as you begin the estate planning process. If you have questions about your estate plan, please contact us on 1800 770 780 or ohl@owenhodge.com.au.
The importance of an estate plan:
Estate planning is the only viable way to protect your assets, reduce tax obligations, avoid probate and provide financial security and peace of mind to your family. We prepared this eBook for educational purposes only. It should not be construed as legal advice or a legal opinion as to any specific facts or circumstances. Contact www.Drizinlaw.com
Workshop serves to educate individuals about the importance of preparing a last will and testament; protecting their loved ones and resources available to assist with estate planning.
While you do want to facilitate effective asset transfers after your passing, you should also consider the eventualities of aging. Learn more about guardianship in Minnesota in this presentation.
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.
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.
What Happens in a Divorce With a Prenup vs. Without a Prenup?Cory Wall
Know more about what happens in a divorce with a prenup vs. without a prenup
https://walllegalsolutions.com/what-happens-in-a-divorce-with-a-prenup-vs-without-a-prenup/
"How to transfer your wealth to the next generation through estate planning" took place on April, 8th at the Tower Club, Vienna, VA. Our special guests were Mr. Milton Buffington and Mr. Saeid B. Amini, two well known experts that shared, for two hours, their experience on identifying legal issues and mechanisms that businesses and individuals can use to transfer their wealth and assets more efficiently, to the next generation.
This was a complimentary seminar hosted by Saeid B. Amini and Milton Buffington through the courtesy of Provanedge Financial and Richard B. Osmann, Ed.D.
Depending on the exact estate in question various different types of legal devices could be utilized. In this presentation we are going to look at the core components of a basic estate plan.
While you do want to facilitate effective asset transfers after your passing, you should also consider the eventualities of aging. Learn more about guardianship in Minnesota in this presentation.
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.
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.
What Happens in a Divorce With a Prenup vs. Without a Prenup?Cory Wall
Know more about what happens in a divorce with a prenup vs. without a prenup
https://walllegalsolutions.com/what-happens-in-a-divorce-with-a-prenup-vs-without-a-prenup/
"How to transfer your wealth to the next generation through estate planning" took place on April, 8th at the Tower Club, Vienna, VA. Our special guests were Mr. Milton Buffington and Mr. Saeid B. Amini, two well known experts that shared, for two hours, their experience on identifying legal issues and mechanisms that businesses and individuals can use to transfer their wealth and assets more efficiently, to the next generation.
This was a complimentary seminar hosted by Saeid B. Amini and Milton Buffington through the courtesy of Provanedge Financial and Richard B. Osmann, Ed.D.
Depending on the exact estate in question various different types of legal devices could be utilized. In this presentation we are going to look at the core components of a basic estate plan.
This pamphlet which is based on Wisconsin law is issued to inform and not to advise. No person should ever apply or interpret any law without the aid of a trained expert who knows the facts, because the facts may change the application of the law.
What is the Difference Between a General and A Limited Power of AttorneyPaul Kraft
A power of attorney is a commonly used legal device. You could use a power of attorney if you wanted to give another person the power to act on your behalf in a legally binding manner. Learn more about the general power of attorney in Indiana and limited power of attorney in Indiana in this presentation.
If you're like most parents who have a child with a disability, one of the most
important questions you ask yourself is…
What's going to happen to my child when I'm no longer here?
Five Key Elements to protect your family and your legacy written by Lisa Detanna. Estate planning means ensuring that your assets will be applied to the objectives you choose, both now and in the future. Lisa Detanna collaborates with a diverse high net worth clientele that includes both individuals and organizations.
Robson Hayes Legal Risks Associated with Will and Estate PlanningRobson Hayes
Do you feel you are at risk by keeping your wills and estate planning at delay? Have a look at this presentation shared by Probate WA Lawyer explaining the risks associated with wills and estate planning. Source: http://www.robsonhayes.com.au/the-risks-of-putting-off-your-will-and-estate-planning-until-its-too-late/
It is imperative that you understand what each fiduciary role encompasses and what should be considered when making a decision about whom to appoint. Learn more about fiduciaries in this presentation
Wills & Trusts - Rockford Public Schools 2010guest936e15e
Powerpoint presentation from April 21, 2010 adult enrichment class offered by Rockford Public Schools Community Education at the Rockford Freshman Center.
Estate Planning Basics For Families With Young Children HayesLaw
Problems often arise when a parent with minor children passes away with no estate plan in place, leaving behind potential hardship on the emotional and financial future of their minor children.
What Is Included In My Indiana Estate PlanPaul Kraft
In this paper, we will look at the anatomy of an estate plan, and we also look at some specific circumstances that may call for specialized planning. Learn more about Indiana estate plan in this presentation.
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
Charitable Gifting in Your Estate PlanCharlie Amen
For some people, philanthropy is a way of life. For a true philanthropist, charitable gifting is not something you remember to do during the holidays nor is it done as a tax write off. Learn more about charitable gifting in your estate plan in this presentation.
Is a Trust Right For Your Estate Plan in MissouriCharlie Amen
At its most basic, a trust is a legal relationship whereby property is held by one party for the benefit of another. Learn more about trust in this presentation.
Is It Time to Consider Guardianship and/or Conservatorship in MissouriCharlie Amen
In the State of Missouri, a guardian is a person who has been appointed by a court (usually the probate division of the circuit court) to have the care and custody of a minor or of an adult person who has been legally determined to be incapacitated. Learn more about guardianship in this presentation.
The Missouri Probate Process ExplainedCharlie Amen
Probate is the legal process that determines the disposition of an estate following the death of an estate owner
. Learn more about Missouri probate process in this presentation.
When you die, you will leave behind an estate
. That estate is potentially subject to federal gift and estate taxation at the rate of 40 percent
. Learn more about federal gift and estate tax in this presentation
Missouri Probate Process: What You Need to KnowCharlie Amen
At some point in your life you will likely be involved in the probate of an estate. Understanding the probate process will help you create a successful estate plan.
Contesting a Last Will and Testament in MissouriCharlie Amen
"Gaining a better understanding now of what a Will contest involves may help you understand the importance of
executing a well thought out and professionally drafted Last Will and Testament that will discourage would be contestants from challenging your Will. Learn more about contesting a last will and testament in Missouri in this presentation."
Because you won’t be around to defend it against challengers, it is imperative that you execute a well thought out and professionally drafted Will before you die. Learn more about will in Missouri in this presentation.
Guardianship and Conservatorship in MissouriCharlie Amen
At some point in your life you may face a tough realization – that an elderly loved one can no longer safely care for himself/herself. Learn more about guardianship and conservatorship in Missouri in this presentation.
Wanting to have some idea when to expect your inheritance is perfectly understandable. The problem is that there are numerous factors that can impact the timeframe for the distribution of estate assets.
How Long Will It Take To Actually Receive Your Inheritance?Charlie Amen
Because of the numerous factors that can impact the time it takes for estate assets to be distributed after the death of a decedent it is impossible to provide any type of “universal” timeframe; however, a better understanding of the probate process in general as well as the factors that can impact the process may be beneficial in helping you determine when your inheritance is likely to be released to you.
Missouri Estate Liquidity: Does Yours Have Enough?Charlie Amen
The gold jewelry, however, could be converted into cash in minutes, making your checking account and your gold jewelry your most liquid assets, despite that fact that they are the least valuable assets. Learn more about Missouri estate liquidity in this presentation.
Receiving Your Inheritance in Missouri - How Long It Will TakeCharlie Amen
Your sense of loss and grief, however, may conflict with a sense of relief and anticipation if you are also notified that you are receiving an inheritance from the deceased. Learn more about inheritance in Missouri in this presentation.
You know how important an estate plan is; however, it sounds a bit intimidating thinking about everything required to create one. Learn more about estate planning basics in Missouri in this presentation.
Understanding the Probate Process in MissouriCharlie Amen
Probate is the legal process often required following the death of an individual. Learn more about the probate process in Missouri in this presentation.
Missouri Advanced Directives: What You Need To KnowCharlie Amen
The term “advanced directive” refers to legal documents which, collectively, allow you to express your wishes with regard to end-of-life decisions. Learn more about missouri advanced directives in this presentation.
Why You Should Include Funeral Planning in Missouri in Your Estate PlanCharlie Amen
Consider just a few of the problems that commonly occur when funeral planning is done after death instead of ahead of time. Learn more about funeral planning in Missouri in this presentation.
Charitable gifting in your estate planCharlie Amen
If you support charitbale causes while you are living, you may want to support them in your estate plan as well. Learn more about charitable gifting in this presentation.
Reviewing and Revising Your Estate Plan in MissouriCharlie Amen
In order to truly appreciate the need to review and update your estate plan, it helps to have a clear picture of what is included in the estate plan. Learn more about estate plan in Missouri in this presentation.
Matthew Professional CV experienced Government LiaisonMattGardner52
As an experienced Government Liaison, I have demonstrated expertise in Corporate Governance. My skill set includes senior-level management in Contract Management, Legal Support, and Diplomatic Relations. I have also gained proficiency as a Corporate Liaison, utilizing my strong background in accounting, finance, and legal, with a Bachelor's degree (B.A.) from California State University. My Administrative Skills further strengthen my ability to contribute to the growth and success of any organization.
Car Accident Injury Do I Have a Case....Knowyourright
Every year, thousands of Minnesotans are injured in car accidents. These injuries can be severe – even life-changing. Under Minnesota law, you can pursue compensation through a personal injury lawsuit.
In 2020, the Ministry of Home Affairs established a committee led by Prof. (Dr.) Ranbir Singh, former Vice Chancellor of National Law University (NLU), Delhi. This committee was tasked with reviewing the three codes of criminal law. The primary objective of the committee was to propose comprehensive reforms to the country’s criminal laws in a manner that is both principled and effective.
The committee’s focus was on ensuring the safety and security of individuals, communities, and the nation as a whole. Throughout its deliberations, the committee aimed to uphold constitutional values such as justice, dignity, and the intrinsic value of each individual. Their goal was to recommend amendments to the criminal laws that align with these values and priorities.
Subsequently, in February, the committee successfully submitted its recommendations regarding amendments to the criminal law. These recommendations are intended to serve as a foundation for enhancing the current legal framework, promoting safety and security, and upholding the constitutional principles of justice, dignity, and the inherent worth of every individual.
How to Obtain Permanent Residency in the NetherlandsBridgeWest.eu
You can rely on our assistance if you are ready to apply for permanent residency. Find out more at: https://immigration-netherlands.com/obtain-a-permanent-residence-permit-in-the-netherlands/.
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Synopsis On Annual General Meeting/Extra Ordinary General Meeting With Ordinary And Special Businesses And Ordinary And Special Resolutions with Companies (Postal Ballot) Regulations, 2018
2. Incapacity Planning in Missouri www.yourestatematters.com 2
Estate planning should encompass more than just deciding who will receive your estate
assets when you die. Incapacity planning, for example, is something that should also be
included in any comprehensive estate plan. Tragedy can strike at any time, leaving you
unable to make important decisions and unable to manage your assets. If that happens,
who will make those decisions for you? Who take over control of your finances and
assets?
Absent an incapacity plan, the answer to those questions may be decided by a court of
law. By including an incapacity plan within your overall estate plan you are able to decide
for yourself who will make decisions for you as well as who will control your assets
should you be unable to do so at some point in the future.
3. Incapacity Planning in Missouri www.yourestatematters.com 3
How Is Incapacity Defined in Missouri?
“Incapacitated” is often used to refer
to someone who is temporarily or
permanently unable to handle basic
tasks. The law, however, has a very
specific definition for the term
“incapacitated person”. According to
Missouri’s Probate Code, Section
474.410, and “incapacitated person
is:
"one who is unable by reason
of any physical or mental condition to receive and evaluate information or to
communicate decisions to such an extent that he or she lacks capacity to meet
essential requirements for food, clothing, shelter, safety or other care such that
serious physical injury, illness, or disease is likely to occur. The term "incapacitated
person" as used in this chapter includes the term partially incapacitated person
unless otherwise specified or apparent from the context;”
How Likely Are You to Suffer an Incapacity?
People frequently make the mistake of assuming that incapacity only happens to the
elderly. The truth, however, if that you could become incapacitated tomorrow as the
result of a serious accident or debilitating illness. In fact, you stand a one in five chance
of suffering a period of incapacity that is severe enough to keep you from being able to
work before you reach age 65. As you enter your “golden years”, your odds of becoming
incapacitated to the point of needing long-term care increase to one in two and jump to
three in four by age 85. Alzheimer’s and other age related dementia diseases are a
common cause or incapacity in the elderly. One in three older Americans dies with
Alzheimer’s or another form of dementia. Taken together, these statistics tell us all that
4. Incapacity Planning in Missouri www.yourestatematters.com 4
the longer we live the higher the probability of suffering a temporary or permanent
period of incapacity.
What Can Happen without An Incapacity Plan?
To understand why incapacity planning is so important you need to first understand
what could happen absent a plan. Although you may have planned for the possibility of
your death by creating a Last Will and Testament, those plans will provide no guidance
should you become incapacitated because your Will only takes effect upon your death.
Imagine, therefore, that you are involved in a tragic accident tomorrow that leaves you
in a coma. Your sudden incapacitation can cause a number of dilemmas and legal
problems, including:
Medical decisions –who will make healthcare decisions for you? Absent an
advanced directive indicating what your wishes are and whom you wish to make
decisions for you it may be necessary to petition a court to determine who will
make decisions for you.
Asset management –who will manage and control your assets? Someone will
need to pay your bills, take care of your property, and monitor investments and
financial accounts. This too may require petitioning a court if you did not plan
ahead. If more than one individual seeks the right to control your assets and/or
make decisions for you a costly and adversarial court battle could ensue, causing
an irreparable rift in your family.
Guardianship of minor children – who will care for your children? If the children’s
other parent is unable, or unwilling, to step in a court will also have to make this
decision – without your input if you failed to create an incapacity plan.
5. Incapacity Planning in Missouri www.yourestatematters.com 5
Selecting Your Executor, Trustee and Other Important Roles
The overall success of any estate plan depends on the initial design of the plan and the
ultimate implementation of the plan. The most well designed plan can fall apart if the
wrong people are left to implement the plan. For this reason, care should be taken when
choosing important roles within your plan, such as:
Executor – your Executor is responsible for probating your estate after your death
and is named in your Last Will and Testament. People often make the mistake of
naming someone to this role without giving much thought to the duties and
responsibilities involved in the position of Executor. The Executor opens and
closes the probate of your estate and oversees everything in between, including
the location and valuation of all estate assets, preparation of all probate
documents, notification to all beneficiaries and creditors of the estate and
defending the estate against challenges. The executor is also responsible for
paying any taxes owed by the estate which may require the sale of estate assets.
Not only is the role of Executor a time consuming role, but it can be emotionally
draining for a spouse, parent or child who is still grieving a loss. Keep all of this in
mind when selecting an Executor.
Trustee – if you create a trust in your estate plan you must appoint a trustee. This
can be an individual or entity and may be someone you know personally or a
professional. The trustee is responsible for administering the trust as well as
managing and investing assets held by the trust. Ideally, a trustee should have
experience in money management and/or investing as well as a basic knowledge
of the laws that apply to trusts. Although you can appoint a close family member
or loved one as your trustee, it is frequently better to consider a neutral third
party professional trustee to decrease the chance of a conflict arising down the
road and increase the chance that the trust assets will grow at a better than
average rate.
6. Incapacity Planning in Missouri www.yourestatematters.com 6
Guardian –should something happen to you, and your minor child’s other parent
is unable or unwilling to care over the care of your child, a court will have to
appoint a guardian. Your Will is your only opportunity to let the court know who
your choice is for guardian of your child.
Agent – an Agent is someone to whom you grant authority in a power of attorney
or advanced directive. As your Agent, the individual has the power to make legal
decisions for you and/or healthcare related decisions to the extent authorized in
the POA or AD. Given the authority granted to an Agent, care should be taken
when choosing one.
Selecting Your Executor, Trustee and Other Important Roles
The good news is that by including an incapacity plan within your overall estate plan you
can avoid the above-mentioned unwanted consequences. Your incapacity plan should be
created with the assistance of an experienced Missouri estate planning attorney and will
be as unique as you are. Some common incapacity planning tools though include:
Power of attorney – a power of attorney gives your Agent the authority to act on
your behalf in legal matters. The authority you grant is up to you. If made durable,
a POA survives your incapacity.
Joint ownership – titling property jointly gives a c-owner access to the property;
however, the property cannot be sold or encumbered without your consent.
Revocable living trust –an extremely popular incapacity planning tool, a revocable
living trust allows you to appoint yourself as the trustee while appointing a spouse
or other loved one as the successor trustee. Most, or all, of your assets are then
transferred into the trust. As trustee, you maintain control over the assets unless
you become incapacitated at which point control of the trust (and therefore all
assets held in the trust) automatically transfers to the successor trustee.
7. Incapacity Planning in Missouri www.yourestatematters.com 7
To ensure that your wishes are honored and that your assets are protected in the event
of your incapacity it is best to sit down with your Missouri estate planning attorney and
develop an incapacity plan that will fit into your overall estate plan.
Missouri Revised Statutes, Section 474.410
Family Caregiver Alliance, Legal Issues in Planning for Incapacity
Alzheimer’s Association, Alzheimer’s Facts and Figures
8. Incapacity Planning in Missouri www.yourestatematters.com 8
Estate Planning and Elder Law Attorneys in St. Louis, MO
St. Louis Estate Planning Attorneys: Planning for Your Future Today
Missouri Estate Planning attorneys Amen, Gantner&Capriano, Your Estate Matters, L.L.C. are
here to help you with legal issues regarding St. Louis Elder Law, Veterans Aid and Assistance,
Probate, Wills, Trusts, Trust Administration, Powers of Attorney, Health Care Directives, LGBT,
and all things required to establish a proper estate plan for the future of both you and your loved
ones. Our law firm understands the varying dynamics of modern families and seeks to address
these issues in the estate plan so your estate is distributed only to those who you request, instead
of those who may be otherwise legally obliged to it. Estate planning can be a big project that
requires consistent maintenance; however, our professional Estate Planning attorneys can
organize all of the legal paperwork and logistics for you, while offering helpful legal advice along
the way.
Amen, Gantner&Capriano, Your Estate Matters, L.L.C.
10805 Sunset Office Dr., Suite #100
St. Louis, MO 63127
Phone: (314) 966-8077
www.YourEstateMatters.com