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Week 1 : Intro/Personal Assessment

This session gives you an overview of the course through the “It’s Your Estate” Quiz. Introduced is the value of the “ASK FIRST” form that should be filled out by any professional you plan to engage. It takes the professional two minutes to complete and it will give you the consumer an indication of the person’s education, licenses (licensing is a minimum standard and not a credential), how the person charges, how they are compensated and if they are involved in product sales. In other words, it gives you more information than just he or she is a “nice” person.

-IT’S YOUR ESTATE-

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OUTLINE:

Outline – IYE Week 1 – PDF
Ask First Form – Blank
Ask First Form – Completed
It’s Your Estate Glossary of Terms

DOCUMENTS AND FORMS:

2013 Tax Reference Sheet
How To Start A Conversation About Estate Planning
Why Most People Need an Estate Plan
Estate Planning: It’s an Art, Not a Science

Folder – Dear Mom and Dad – Here’s Something That’s Easier to Read Than to Discuss
California Bar Issued – Certified Specialist in Taxation Law and Certified Specialist in Estate Planning, Trust & Probate Law
Stepped Up and Step Down in Basis


WORKSHOP VIDEOS:

part 1:

part 2:

part 3:

part 4:

-IT’S YOUR ESTATE-

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