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Preparing for Estate Planning
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Recent Reviews

Tryon Estates - Columbus, North Carolina 28722   
Just visited a dear family member at tryon estates. The community is lovely. However, the food needs a lot of improvement. Most of the dinner options are sub-par. Other than the food, it was a lovely [View Listing]
Keystone Communities of Highland Park - Saint Paul, Minnesota 55116   
I do not recommend Keystone. They made all sorts of reassuring promises and we thought it would be a safe place for my father who is in Mid Stage Alzheimer's.

Immediately after mov [View Listing]
Wellington House - Gastonia, North Carolina 28054   
This place is not a good place for your love ones. The staff is uneducated, and are not at all skilled on Alzeheimer's care. Unless the workers, and staff have changed, this place is horrible. [View Listing]
Homestead At Hickory View - Washington, Missouri 63090   
The Homestead is a wonderful place and I enjoyed being able to have my Uncle to call it home for over 5 years. The staff is wonderful. The dietary team knows the residents and caters to their indivi [View Listing]

Preparing Estate Planning

NOTE: Nothing in this section of the RetirementCommunity.com website is to be construed as legal advice or investment advice. Such advice should be sought from a lawyer, a tax accountant, a stockbroker or an estate-planning professional.

Why "Preparing for Estate Planning"?!?

Whether you do your annual income tax return yourself or use the services of a tax accountant, you know that calculating the taxes is merely the final stage of a gargantuan task. Gathering all the receipts and forms, organizing them, listing related items and adding up the numbers that must be plugged into the IRS form is the major part of the job.

The same goes for estate planning. None of the professionals who will be assisting you -- your lawyer, your accountant, your stockbroker or even a financial planning specialist -- can help you until you have accomplished a great deal of important groundwork. Itís simply not cost-effective to let these professionals start their hourly-rate clocks before you are prepared to give them the information they need.

In the ensuing sections you will find the following information:

Steps in Preparing for Estate Planning Use this checklist to make sure you have thought through all considerations before you seek professional advice.

Look at sample Estate Objectives prepared by the fictional Mary and John Dough.

Look at the One-Page Estate Summary prepared by the Doughs so they and the professionals with whom they worked could get The Big Picture.

This material was prepared by Todd Hunt, director of the Retired Faculty Association of Rutgers University.



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