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Planning Your Estate

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  1. Introduction
  2. The Planning Process & The Role of Advisors
  3. Planning for Life's Inevitables
  4. Planning for Retirement
  5. Social Security
  6. Life Insurance: What to Look For
  7. Legal Planning for Incapacity: The Durable Power of Attorney
  8. Personal and Financial Aspects of Disability: Qualifying for Public Assistance
  9. Disability Insurance: What to Look For
  10. Medical Care Instructions to Your Doctors and Family: Instructions about Human Remains
  11. Community Property
  12. Trusts: An Introduction
  13. What to Expect from a Trustee
  14. Do You Have a Will Appropriate for Current Circumstances
  15. Probate in the State of Washington
  16. Living Trusts and Other Transfers of Property that Avoid Probate
  17. Tax on Lifetime Gifts
  18. A Cost of Dying: Estate Taxes
  19. Generation-Skipping Transfer Tax
  20. How Complicated Does Your Will Need to Be?
  21. Income Tax Consequences at Death
  22. Educational Expenses: Planning for College
  23. Planning for the Owner of a Closely-Held Business
  24. Preserving Family Wealth: Tax Free Transfer of Future Appreciation
  25. Planning Opportunities With Charitable Gifts


Disclaimer: The Estate Planning Council of Seattle is not responsible for the information and content contained on its member's web
pages. Links to other websites are for informational purposes only and do not imply an endorsement or approval by the Estate
Planning Council of Seattle. You should consult your legal and tax advisors before making any legal or tax related decisions.
Copyright 2006-2008 Estate Planning Council Of Seattle. All Rights Reserved.

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