Slide 1Using Estate Planning Tools To Allow for Medicaid Planning Presented by: Patricia E. Kefalas Dudek Patricia E. Kefalas Dudek & Associates 30445 Northwestern Hwy.,…

Slide 11 Estate Planning Tools for Owners of Companion or Service Animals & Pets May 8, 2008 Slide 2 2 Jona McNamee MSU Family & Consumer Science Agent Cascade County…

Slide 1Succession Planning Appraisal Institute of Canada Conference Delta Hotel St. Johns, NL June 7 th, 2007 Slide 2 Slide 3 Greg London Tax Senior Manager – Deloitte…

WHAT IS A SPECIAL NEEDS TRUST IN PENNSYLVANIA? âThere is no generic estate plan that is right for everyone because each family is different and people have varying needsâ…

Minimizing the Cost of Administering the Small Estate Presented By: JAY GOODMAN, ESQUIRE 2019 Galisteo Suite C3 Santa Fe, New Mexico 87505 (505) 989-8117 http://www.jaygoodman.com/…

COMMON QUESTIONS ABOUT POWER OF ATTORNEY IN OKLAHOMA âPART 1 âOne of the more useful and flexible documents that anyone will create when developing an estate plan is the…

1. FLORIDA INHERITANCE PLANNING PART 1 “When most hear "estate planning," inheritances are one of the first things they think of. An inheritance plan, however,…

Slide 1 1 11 MSU Extension Estate Planning Publications Slide 2 2 22 Main Author: Marsha A. Goetting Ph.D., CFP ®, CFCS  Professor & Extension Family Economics Specialist…

Slide 1 © 2013 Pearson Education, Inc. All rights reserved.17-1 Chapter 17 Estate Planning: Saving Your Heirs Money and Headaches Slide 2 © 2013 Pearson Education, Inc.…

Chapter 15 Estate Planning Chapter Goals Determine what estate planning is and how to employ its key topics. Conclude that estate planning isnât only for the rich. Recognize…