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Planning Your Estate
Financial Answer Center
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Planning Your Estate
Estate Planning
Understanding the Basics
What Is Estate Planning?
Why Estate Planning Is So Important
Some Basic Estate Tax Concepts
The Applicable Exclusion Amount
How Big Is Your Estate?
Steps You Should Take in Planning Your Estate
Now Is the Time to Act
Estate Planning Checklist
Critical Decisions
Introduction
Name a Guardian
Name an Executor
Who Gets What?
Hold On or Give it Away?
Write It Down
Property Title Issues
Important Legal Documents
Introduction
Let the World Know Your Desires: Prepare a Will
Using Trusts to Help Protect Assets
Letter of Instruction
Durable Power of Attorney
Living Will
Medical Durable Power of Attorney
What Happens After You Die
Probating the Estate
A Living Trust
When You Don't Have a Will
Estate and Gift Taxes
Introduction
Basics of Estate Taxes
Estate-Applicable Credit Amount
Gift Tax
State Death Taxes and Gift Tax
How Life Insurance Is Included in Your Estate
Planning Steps for Your Estate
Provide for Your Loved Ones
Get a Will and Other Documents Prepared
High Net Worth - Estate Tax-Saving Strategies to Consider
Saving Estate Taxes for a Married Couple
Getting Life Insurance Out Of Your Estate
Consider a Basic Gifting Program
Trusts
Understanding Trusts
Qualified Personal Residence Trust
Qualified Terminable Interest Property Trust (QTIP)
Grantor Retained Annuity Trust
Wealth Replacement Trust
Charitable Remainder Trust
Charitable Lead Trust
Charitable Gift Annuity
Glossary
Estate Planning Glossary
Worksheet: What's Your Estate Worth?
Worksheet: Your Estate Wishes
Investment and Insurance products are not products and services of Bank of Zachary. Content is informational only and is not FDIC insured.
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