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Estate Planning Briefings

Watch any of these eleven 10-minute illustrated estate planning briefings on wills, living trusts, probate, trustees, charitable trusts, gift annuities, advance health care directives and other topics vital to you and those you love.

Gain control of your future through an up-to-date estate plan. It’s good for you, good for those you love, and, if you wish, good for IONS. Together, they’re like a private estate planning seminar, but without the time commitment and driving.

These videos were created by IONS planned giving specialist, Phil Murphy.
Copyright 2012 Planned Giving Coach. All rights reserved.
 

Why Write an Estate Plan?

Without a written estate plan, you may have given control to the Probate Court to distribute your estate according to an impersonal formula, and to appoint someone to care for your minor children whom you would never have chosen. Also, a judge may have to decide what health care you should or should not receive if you cannot speak for yourself. A written estate plan gives you control over these and other crucial decisions.

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Pros and Cons of Probate

Having a written will does not avoid probate, a court procedure that distributes certain things you own to others according to your wishes. What are the benefits of probate? What are its drawbacks?

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Do you Need a Living Trust?

Revocable living trusts allow you to avoid probate. They also allow someone to step in and manage some of your most important possessions if you can’t. But do you need one?

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Picking the Right Trustee

Living trusts provide for someone you’ve chosen to step in and manage your living trust if you can’t. This video will increase the odds of your picking the right person for this crucial role.

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Controlling End-of-Life Care

Technology can keep us alive even if we’ve lapsed into a permanent vegetative state. An Advance Health Care Directive allows you to control the level of treatment you want or don’t want under those circumstances.

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Estate and Gift Tax

We understand income tax. But what are estate tax and gift tax? This video clarifies this mysterious world and allows you to know if you’ll pay thousands…or nothing.

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Doing Well Doing Good I

You can sell appreciated real estate and stock while avoiding capital gains tax, increasing your income, earning an immediate income tax deduction, and helping good causes. This video explains how.

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Doing Well Doing Good II

Charitable remainder trusts have an inner logic that makes them easier to understand: This Video asks four simple questions that will help you understand how you can gain important tax and income benefits immediately through a gift that pays you.

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Doing Well Doing Good III

How a woman parlayed a vacant lot into extra income for life, a married couple sold rental property tax-free and increased their lifetime income, and another couple created cash flow for themselves and later for their children through a tax-free sale of their apartment house.

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A Gift That Pays You

This video explain how a charitable gift annuity pays you guaranteed fixed income for life, provides you with an immediate income tax deduction and possible bypass of capital gains tax—all while allowing you to support good causes.

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Personalizing Your Plans

Wills and Living Trusts are meant to do more than transfer what you own to others. These documents should also express the kind of person you are. This video shows how a revocable charitable bequest can add an exclamation point to a life well lived.

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To learn more about leaving an IONS legacy, please go here. You are also invited to contact Tiffany Mitchell (707)-779-8230 or at tmitchell@noetic.org.

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