| Uploader: | Azor |
| Date Added: | 03.11.2019 |
| File Size: | 56.50 Mb |
| Operating Systems: | Windows NT/2000/XP/2003/2003/7/8/10 MacOS 10/X |
| Downloads: | 31008 |
| Price: | Free* [*Free Regsitration Required] |
Estate Planning Organizer (Microsoft Excel) :: Downloads :: Chris Wells' Website
Estate Organizer for _____ Date: _____ This document is intended to supplement your estate plan and arrangements by conveying to your family, executor and other relevant advisors your objectives and wishes regarding things that are not included, or may not be included, in your Will and other estate planning blogger.com Size: KB FINANCIAL & ESTATE PLANNING ORGANIZER In order to simplify matters, the following pages of financial and estate planning information serve to aid my family in settling my estate, should the time arise. I have signed this document this _____ day of _____ 20____. _____File Size: KB This comprehensive estate planning kit includes a helpful lesson book and an electronic record book: 1. Download the lesson book (PDF), which will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple–choice quiz to
Estate planning organizer free download
This comprehensive estate planning kit includes a helpful lesson book and an electronic record book:. Download the lesson book PDFwhich will walk you through essential lessons on creating an effective estate plan. Each lesson includes a multiple—choice quiz to test your knowledge of the information covered. After completing the lesson book, you'll be ready to take inventory of your assets. Download the record book PDF to begin. Note: To record your information digitally on the form, you must have Adobe Reader.
Download it for FREE here. If you're using Firefox browseryou must save the PDF prior to making edits. Need Help? If we can provide any assistance during your planning process, please contact Heather R.
Sherman at or hsherman aarp. Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, estate planning organizer free download, please consult an attorney or tax advisor.
Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department.
Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance. Privacy Policy Cookie Policy. A charitable bequest is one or two sentences in your will or living trust that leave to AARP Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan.
I give, devise and bequeath to AARP Foundation, estate planning organizer free download, located at E Street NW, Washington, DC,TIN:all or state a percentage of the rest, residue and remainder of my estate, both real and personal, for its unrestricted charitable use and purpose. A revocable living trust is set up during your lifetime and can be revoked at any time before death, estate planning organizer free download.
They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes. the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will. A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free.
You can recommend how much and how often you want to distribute money from that fund to the Foundation or other charities. You cannot direct the gifts. An endowed gift can create a new endowment or add to an existing endowment. Tax on the growth in value of an asset—such as real estate or stock—since its original purchase. Securities, real estate, or any other property having a fair market value greater than its original purchase price. Real estate can be a personal residence, vacation home, farm, commercial property, estate planning organizer free download, or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years estate planning organizer free download assets you give to the trust you create. You give assets to a trust that pays our organization set payments for a number of years, estate planning organizer free download, which you choose. The longer the length of time, the better the potential tax savings to you.
When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of estate planning organizer free download with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets, estate planning organizer free download. When the trust terminates, the remaining principal goes to the Foundation estate planning organizer free download a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. A beneficiary designation clearly identifies how specific assets will be distributed after your death. A charitable gift annuity involves a simple contract between you and the Foundation where you agree to make a gift to the Foundation and we, in return, agree to pay you and someone else, if you choose a fixed amount each year for the rest of your life.
Please provide the following information to view the materials for planning your estate, estate planning organizer free download. Download My FREE Personal Estate Planning Kit. View My Free Brochure. Skip to Main Content. Gift Planning. This comprehensive estate planning kit includes a helpful lesson book and an electronic record book: 1. Not Sure How to Begin Planning? an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan I give, devise and bequeath to AARP Foundation, located at E Street NW, Estate planning organizer free download, DC,TIN:estate planning organizer free download, all or state a percentage of the rest, residue and remainder of my estate, both real and personal, for its unrestricted charitable use and purpose.
able to be changed or cancelled A revocable living trust is set up during your lifetime and can be revoked at any time before death. cannot be changed or cancelled tax on gifts generally paid by the person making the gift rather than the recipient the original value of an asset, such as stock, before its appreciation or depreciation the growth in value of an asset like stock or real estate since the original purchase the price a willing buyer and willing seller can agree on The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid a written and properly witnessed legal change to a will the person named in a will to manage the estate, collect the property, estate planning organizer free download any debt, and distribute property according to the will A donor advised fund is an account that you set up but which is managed by a nonprofit estate planning organizer free download. Personal Estate Planning Kit Request Form Please provide the following information to view the materials for planning your estate.
First Name First name is required. Last Name Last Name is required. eBrochure Request Form Please provide the following information to view the brochure.
3 Pillars of Estate Planning
, time: 2:31Estate planning organizer free download
ESTATE PLANNING WORKSHEET. USING THIS ORGANIZER WILL ASSIST US IN DESIGNING. A PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL. For efficiency in planning, please bring with you each of the following: ♦ Any existing Wills and Codicils, Trusts, and other estate planning documents. ♦ Deeds for any real estate Estate Organizer for _____ Date: _____ This document is intended to supplement your estate plan and arrangements by conveying to your family, executor and other relevant advisors your objectives and wishes regarding things that are not included, or may not be included, in your Will and other estate planning blogger.com Size: KB My Estate Organizer. The documents may be three-hole punched and hung in the binder or they may be placed in the pullout pouch. At least once a year, review and edit the entire organizer. Keep this organizer up-to-date and usable. Once you have filled out this book, keep a copy for you and keep a copy in a safe and accessible
No comments:
Post a Comment