Presenter: Gordon P. VanderLeek, BA, JD, TEP
Gordon is the founding and managing lawyer of VanderLeek Law.
Presenter: Micheala D. Summers, BA, JD,
Michaela is an Associate with VanderLeek Law.
Topics to be presented:
ESTATE PLANNING - 3 Essential Documents that Everyone Needs to plan their estate:
- Planning for death - the Will:
- Protecting Your Minor Children
- Tax minimization considerations
- Picking the right executor
- Coordinating your beneficiary designations
- Planning for disability:
- Financial decisions - the Power of Attorney
- Health Care decisions - the Personal Directive
ESTATE ADMINISTRATION - How to reduce costs and ensure your wishes are carried out in your estate:
- What does your Executor need to know?
- Tax reduction strategies
- Trust planning strategies
- What if I am asked to be an executor?
- What is probate and will my executor have to go through that?