Estate Planning Brochure Samples

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This authorizes another person, called an agent, to act for you in financial matters.

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Again, you would need a will to transfer this money to the trust.

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Naming the surviving spouse as the beneficiary of certain retirement plans and spousal annuities is mandated by law and may be waived only with his or her properly signed consent.

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Second create a quick and easy planned giving brochure that you can hand out. These rights might include the authority to sign legal documents, pay bills, buy and sell real estate, and take other actions on your behalf.

If you have an obvious disability that appears to interfere with performing job tasks, the employer can ask you to describe or demonstrate how you would perform the tasks and whether you need a modification, or accommodationto help you do them.

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Read the brochure like you would a bookleft to right top to bottomon each panel When you open it to read the three-page spread start at the left panel and move to the right.

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