Estate Planning Seminar Materials - Goodman Theatre

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Insurance Long-term insurance policy <strong>Estate</strong> <strong>Planning</strong> Documents Provider Contact Information Where do I keep these papers? Life insurance policy Group life policies Health and accident insurance cards and claims record Mortgage insurance policies Travel and insurance policy Property and casualty policy Veterans administration insurance policy Beneficiary forms for insurance policy Personal & Charitable Trust Personal trust account Provider Contact Information Where do I keep these papers? Trustee information Charitable trust account Charitable donation references I still need to discuss with a Financial Advisor (circle items that apply) Trust and estate services Insurance planning and products Philanthropy and nonprofit services Wealth protection strategies Notes:
Investment Documents Brokerage account statements Provider Contact Information Where do I keep these papers? Mutual fund account statements Other managed account statements Stock certificates not held in an account Bearer bonds not held in an account Alternative investments (including K-1s) 529 college savings plan statements Cost basis papers Online transaction confirmation Concentrated stocks I still need to discuss with a Financial Advisor (circle items that apply) Investment solutions Investment for education Managed accounts Alternative investments Retirement Accounts IRA Statements Provider Contact Information Where do I keep these papers? Company Retirement plan statements from all employers Other company benefits (stock options, deferred compensation Deferred compensation agreement Beneficiary forms for IRAs 401(k)s or other benefit plans Variable or fixed annuities statements Beneficiary forms or annuities policies I still need to discuss with a Financial Advisor (circle items that apply) Retirement planning 401 (k)s IRAs Distributions RMDs Annuities Asset Transfer solutions
Page 1 and 2: Estate Planning Materials Table of
Page 3 and 4: Estate Planning Worksheet April 30,
Page 5: Banking Documents Account statement
Page 9 and 10: DEMYSTIFYING ING THE ESTATE PLANNIN
Page 11 and 12: B. What Happens if You Die Without
Page 13 and 14: VI. Planning for disability - Power
Page 15 and 16: • Most tax efficient estate plan
Page 17: Should your spouse have a right to

Estate Planning Seminar Materials - Goodman Theatre

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