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 Estate Planning

What is an estate and how do I prepare an estate plan? The definition of an “estate” is all real property and the items that are built on property an individual owns (i.e. houses, barns, buildings, etc.), all personal property such as, automobiles, cash, stock, bonds, furniture, jewelry, retirement plan benefits and business ownership that can be liquidated on a person’s death.

Therefore, "estate planning" is the process that is set up legally to insure that the arrangements designed by you meet your specific wishes in the event of your death.  

Good estate planning is comprehensive and includes more than a simple will. If completed by a legal professional, estate planning may minimize potential taxes and fees associated with death and it sets up a contingency plan to make sure your wishes regarding health care treatment are followed, if you are incapacitated and are unable to make your on decisions.  

The Legacy Kit provides all the tools necessary for good estate planning. The Legacy Kit can be purchased now and shipped free for only $39.95.

 

 

Organ Donor

Becoming an organ donor is a commendable step to take. It is also one that is extremely emotional, especially for those you will leave behind. “The Legacy Kit” helps clarify your wishes for organ donation to make it easy on your loved ones.

Insurance & Financial

"The Legacy Kit" helps you insure that all insurance policies are documented and that financial information is detailed and up-to-date for mortgages, bank accounts, investments, etc.

Charitable Contributions

A gift or donation to charity is a way that you can leave your Legacy to others. "The Legacy Kit" explains three basic methods in the donation process.

Legal Documents

There are four documents that are essential to your legal planning. Understanding the purpose and definitions of a Last Will and Testament, Living Will, Durable Power of Attorney and Revocable Living Trust will help you plan your estate properly.

Funeral Plans/Wishes

A meaningful funeral must be planned accordingly, and "The Legacy Kit" helps you think about many of the details regarding your funeral. Everything from obituary information to visitation to funeral service.

Message to Loved Ones

“The Legacy Kit” provides you with the opportunity to share your thoughts and feelings with those you love. You might choose to handwrite letters, identify people and events in family photos or create an audio or videotaped message. By completing this step, you will leave behind a part of you that will provide lasting memories and comfort to your loved ones.

Spiritual Narrative

Spiritual perspectives are valuable as a point of reference for those who love you. "The Legacy Kit" allows you to share some of your spiritual perspectives with your loved ones.

 


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