Introduction
	Six Basic Steps
	1. Initiate the discussion
	2. Take stock of the present
	3. Develop objectives
	4. Choose professional       advisors, a guardian, &       a personal representative
	5. Consider alternatives
	6. Review & modify
	Additional resources
	Evaluation of web site
	Contacts & Credits

 

Additional Resources

Workbook

• Download and save all worksheets. (342KB or 17 pages)
• Download Step 1 of the worksheets.
• Download Step 2 of the worksheets.
• Download Step 3 of the worksheets.
• Download Step 4 of the worksheets.
• Download Step 5 of the worksheets.
• Download Step 6 of the worksheets.

Presentation Guide

Directions for introducing the site in an educational (non profit) setting.

This Presentation Guide (PowerPoint file) can be used to explain the site: Getting Ready for Estate Planning. It can be used as an introduction to the site or as a program by itself. It will be most effective if the site can be viewed because the site has checklists and documents. However, the Presentation Guide clearly explains putting the pieces together.

Click here to download the Presentation Guide.

Summary of the links provided within the web site content

Step 1. Initiate the discussion

• Who Gets Grandma's Yellow Pie Plate
• Talking with Aging Parents About Finances
• Who Will Get Grandpa's Farm? Communicating about Farm Transfer

Step 2. Take stock of the present

• Estate Planning: Property Ownership
• Planning Your Estate

Step 4. Choose professional advisors, a guardian, and a personal representative

• American Bar Association
• American College of Trust and Estate Counsel
• Certified Financial Planner: Board of Standards
• The Financial Planning Association
• Ric Edelman, Your Financial Planner
• Metropolitan Life Publication
• Estate Planning for Families with Minor Children

Step 5. Consider Alternatives

• Who Gets Grandma's Yellow Pie Plate
• Estate Planning: Property Ownership
• Who Will Get Grandpa’s Farm? Communicating about Farm Transfer
• Estate Planning: Wills
• Smart Money
• National Financial Planning Support Center
• Life Insurance: An Estate Planning Tool
• Financial Planning Toolkit
• Power of Attorney

Step 6. Review and Modify

• Estate and Retirement Planning
• American Academy of Estate Planning Attorneys

 

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Introduction | Additional resources | Evaluation of web site | Contacts & Credits
Step 1. Initiate the discussion	Step 2. Take stock of the present
Step 3. Develop objectives	Step 4. Choose professional advisors, a guardian,                   & a personal representative
Step 5. Consider alternatives	Step 6. Review & modify
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Disclaimer: This web site is not intended to be a substitute for legal advice or counsel. It is designed to create an awareness of the need for estate planning and to help families become better acquainted with some of the issues involved.