1.  Getting Started

2. What is estate planning? Basic steps in estate planning What can a plan do for you? What your attorney should know Property ownership

4.  Initiate the discussion  Take inventory and evaluate the present  Develop objectives  Choose professional advisers and discuss objectives  Consider alternatives and implement the plan  Review and modify

8. Examples:  Provide security for surviving spouse  Retire at age ____  Name guardians, conservators or trustees for minor children  Transfer specific property to specific people  Provide charitable bequests  Other

13.  Personal information  Property information  Assets  Insurance  Accounts receivable  Liabilities  Retirement plans  Location of important papers

14.  Fee simple absolute  Life estates and remainder interests  Sole ownership  Co-ownership

15.  The closest thing to absolute ownership

16.  Life tenants  Remaindermen

18.  Tenancy in common  Joint tenancy

19.  What is estate planning?  Basic steps in estate planning  What can a plan do for you?  What your attorney should know  Property ownership