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PRESENTATION OUTLINE

1.

LEAVING A LEGACY

Not Just Stuff . . . . .
Photo by Dave Catchpole
2.

Money Isn’t Everything

What do you want your legacy to be?
Photo by quinn.anya
3.

PICKING AN EXECUTOR

Who will guide your estate through the maze?
Photo by Tojosan
4.

Setting up the plan

Make your wishes clearly known
Photo by gjs
5.

BUILDING A TEAM

Trusted advisors can keep the focus on you and your wishes
Photo by hjl
6.

Having the Talk

Make sure your family knows your wishes
Photo by masondan
7.

Consider Lifetime Gifts

Share the meaning and stories
Photo by seanmcgrath
8.

Leave Your Family Happy

Photo by Valentina_A
9.

Questions?

Jennifer L. VanderVeen, CELA

Jennifer VanderVeen

Haiku Deck Pro User
www.thklaw.com