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Extending Your Generosity Far Into the Future:A Guide to Planning Your Will
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| A Guide to Planning Your Will
Copyright 2011 All Rights Reserved. Pentera, Inc.Indianapolis, Indiana. 317 875-0910.231055 0411 www.pentera.com
Table o Contents
I. Vital Statistics ....................................................................................................................... 4
II. Employment and Business Interests........................................................................ 6
III. Financial Inormation .................................................................................................. 7
IV. Insurance ........................................................................................................................ 10
V. Property .......................................................................................................................... 12
VI. Obligations .................................................................................................................... 17
VII. Location o Important Papers ................................................................................ 19
VIII. Personal Advisors ........................................................................................................ 20
IX. Funeral and Burial Instructions ............................................................................ 22
X. Last Will and Testament........................................................................................... 23
XI. Philanthropic Interests.............................................................................................. 24
Notes to executor ........................................................................................................... 25
The Importance o Estate Planning ..................................................................... 26
Extending Your Generosity Far Into the Future: A Guide to Planning Your Willand its language are copyrighted materials of Pentera, Inc.
No part can be reproduced in any way without the express permission of Pentera, Inc.
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The Importance o Estate Planning
A careully constructed estate plan is vitally important or two reasons. First, it allows you todistribute your property in the manner, time, and amounts that you wish. Second, it permits you totake advantage o a variety o tax-minimizing techniques that can increase your amilys security andmake it possible to ulll your personal desires and objectives.
By taking pen in hand to complete this guide, you provide a source o vital inormation to thoseindividuals who will be charged with the task o carrying out your nal wishes. With careul planningand oresight, you can leave your amily and riends with a plan that refects the same legacy youbuilt during your lie.
I at any time you need assistance in the planning o your estate, please accept our invitationto call upon our sta. I you have a question about estate planning, would like the proper willlanguage, or would like to know the nancial advantages o a living trust or a bequest, your answeris as close to you as your telephone.
Three steps to ensuring your legacy:
Step 1: Fill out and complete A Guide to Planning Your Will. Planning or your will takescareul preparation. So consider any outstanding decisions on your nal wishes beorecompleting the guide. (Call upon our sta at any time i you have a question aboutplanning your estate.)
Step 2: Once complete, take the guide to your attorney. Your attorney will review your guide, helpyou make any nal decisions, and prepare your will.
Step 3: Review your will regularly. Your plan should always refect your current circumstances, soreview your will regularly to ensure that those you love will be provided or according toyour wishes.
The personal and fnancial inormation record o
(DATE COMPLETED)
(DATE REVISED)
(DATE REVISED)
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I. Vital Statistics
A. Personal inormation
Name __________________________________________________________________________________________
Permanent address _______________________________________________________________________________
Phone __________________________________________________________________________________________
Summer/Winter residence _________________________________________________________________________
Phone __________________________________________________________________________________________
Business address _________________________________________________________________________________
Phone __________________________________________________________________________________________
Date of birth _________________________________________ Place of birth ________________________________
Social Security No. ____________________________________ Military service No. ___________________________
Taxpayer identification No. _________________________________________________________________________
B. Marital inormation
Current marital/relationship status
qsingle qmarried qwidowed qdivorced qseparated qsignificant other
Name __________________________________________________________________________________________
Date and place married ____________________________________________________________________________
Marriage certificate located _________________________________________________________________________
Formerly married to _______________________________________________________________________________
Date and place married ____________________________________________________________________________
Marriage terminated by qdeath qdivorce qannulment
Date and place terminated _________________________________________________________________________
Termination papers located ________________________________________________________________________
Comments ______________________________________________________________________________________
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C. Family inormation*
Fathers name ________________________________________ Year of birth ________________________________
Address ________________________________________________________________________________________
Mothers name _______________________________________ Year of birth _________________________________
Address ________________________________________________________________________________________
Childrens names, birth dates, addresses:
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
Brothers and sisters names, birth dates, addresses:
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________*If a family member is deceased, list names followed by deceased.
Grandchildrens names, birth dates, addresses:
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
Personal comments _______________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
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II. Employment and Business Interests
Employer ___________________________________________ Phone _____________________________________
Address ________________________________________________________________________________________
Date employed ______________________________________ Position ____________________________________
Other business interests:
Name of business _______________________________________________________________________________
Type: qsole proprietorship qpartnership qclosely held corporation
Value of interest $ ______________________________________________________________________________
Name of business _______________________________________________________________________________
Type: qsole proprietorship qpartnership qclosely held corporation
Value of interest $ ______________________________________________________________________________
Disposition of business interests after death ____________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
Charitable planning pointer:A redeemed charitable git. A git o closely held stockC, S,
LLC, or LLPwill produce a charitable deduction or the air-market value o the shares and escapecapital-gain tax on any appreciation. Later, the business could buy back the shares rom the charityor cash.
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III. Financial Inormation
A. Banks
Bank _________________________________________________________________________________________
Address ______________________________________________________________________________________
Type of account: q joint q individual
Account No. ______________________________________ Balance $ ___________________________________
In names of __________________________________________________________________________________
Bank _________________________________________________________________________________________
Address ______________________________________________________________________________________
Type of account: q joint q individual
Account No. ______________________________________ Balance $ ___________________________________
In names of __________________________________________________________________________________
B. Certiicates o deposit/money market certiicates
Bank _____________________________________________ Amount $ __________________________________
Type ____________________________________________ Maturity date ________________________________
Bank _____________________________________________ Amount $ __________________________________
Type ____________________________________________ Maturity date ________________________________
Bank _____________________________________________ Amount $ __________________________________
Type ____________________________________________ Maturity date ________________________________
C. Retirement beneits
qPension plan/proit sharing
Description ____________________________________________________________________________________
qDeerred-compensation plan
Payable as lump sum $ ____________ or ____________ @ $ ___________ per ___________ for ___________ years
qStock option, type _____________________________________________________________________________
Restrictions ___________________________________________________________________________________
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qIRA/Keogh plan, other __________________________________________________________________________
Amount invested $ _________________________________Type of investments __________________________
Options available ______________________________________________________________________________
qIRA/Keogh plan, other __________________________________________________________________________
Amount invested $ _________________________________Type of investments __________________________
Options available ______________________________________________________________________________
qIRA/Keogh plan, other __________________________________________________________________________
Amount invested $ _________________________________Type of investments __________________________
Options available ______________________________________________________________________________
qAnnuities
Source _______________________________________________________________________________________
Investment $ ______________________________________ Payment terms ______________________________
Source _______________________________________________________________________________________
Investment $ ______________________________________ Payment terms ______________________________
Comments ___________________________________________________________________________________
_____________________________________________________________________________________________
qOther retirement beneits ______________________________________________________________________
_____________________________________________________________________________________________
qOther retirement beneits ______________________________________________________________________
_____________________________________________________________________________________________
Comments ______________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
Charitable planning pointer: Leave the income-tax problem to charity. Most qualiedretirement-plan benets represent unds that have never been taxedneither the original contributionsnor their earnings. Consequently, distributions represent taxable income when they are paid outeveni they are paid out ater death to someone other than the owner o the plan benets. Collectively, suchuntaxed amounts are known as income in respect o a decedent, or IRD.
I you plan to make charitable provisions at death, items o IRD make an excellent choice to undsuch gits. Reason: Because charities are tax-exempt, they do not pay income tax on items o IRD. It isar more benecial to leave items o IRD to charity and other assets to other beneciaries.
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D. Lietime and testamentary charitable gits you have made or would like to make
Charity _______________________________________________________________________________________
Type of gift _______________________________________Date _______________________________________
Phone _______________________________________________________________________________________
Comments ___________________________________________________________________________________
_____________________________________________________________________________________________
Charity _______________________________________________________________________________________
Type of gift _______________________________________Date _______________________________________
Phone _______________________________________________________________________________________
Comments ___________________________________________________________________________________
_____________________________________________________________________________________________
Charity _______________________________________________________________________________________
Type of gift _______________________________________Date _______________________________________
Phone _______________________________________________________________________________________
Comments ___________________________________________________________________________________
_____________________________________________________________________________________________
Charity _______________________________________________________________________________________
Type of gift _______________________________________Date _______________________________________
Phone _______________________________________________________________________________________
Comments ___________________________________________________________________________________
_____________________________________________________________________________________________
Charity _______________________________________________________________________________________
Type of gift _______________________________________Date _______________________________________
Phone _______________________________________________________________________________________
Comments ___________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
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IV. Insurance
A. Lie Insurance
Company _____________________________________________________________________________________
Face amount $ ____________________________________ Policy No. ___________________________________
Description of policy ___________________________________________________________________________
Date of issue ______________________________________ Premium $ __________________________________
_________________________________________________Due on _____________________________________
Insured __________________________________________ Policy owner ________________________________
Beneficiaries: 1st ___________________________________ 2nd _______________________________________
Cash value $ ______________________________________ Loan outstanding ____________________________
Settlement options _____________________________________________________________________________
_____________________________________________________________________________________________
Company _____________________________________________________________________________________
Face amount $ ____________________________________ Policy No. ___________________________________
Description of policy ___________________________________________________________________________
Date of issue ______________________________________ Premium $ __________________________________
_________________________________________________Due on _____________________________________
Insured __________________________________________ Policy owner ________________________________
Beneficiaries: 1st ___________________________________ 2nd _______________________________________
Cash value $ ______________________________________ Loan outstanding ____________________________
Settlement options _____________________________________________________________________________
_____________________________________________________________________________________________
Charitable planning pointer:Replacing the value o a charitable git with lie insurance. There are many creative ways to use lie insurance in your charitable giving. For example, you cansimply designate our organization as the beneciary o a policy you already ownor you can designateus the beneciary o a new policy. I you have a policy that was taken out or a particular purpose thatyou no longer needperhaps a policy purchased to ensure the availability o education unds in case opremature deathyou can make a git o the policy itsel and obtain valuable deductions.
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One o the most creative uses o lie insurance in charitable planning is or wealth replacement:You make a signicant charitable git and use the resulting tax savings to purchase lie insurance toreplace its value in your estate.
Whether or not such a plan will work or you depends on your age and your insurability. I you arein good health, and depending on your age, you may buy more insurance with the tax savings.
A little additional planning may yield even better results. Through the use o a lie insurance trust,it may be possible not only to replace the value o the asset but to remove that value rom your taxableestate. You will want to consult careully with your legal and insurance advisors beore undertakingsuch a plan. The benets can be substantial.
B. Health, medical, and other insurance policies
qHospitalization ___________________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
q
Surgical __________________________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
qMajor medical ____________________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
qMedicare supplemental ____________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
qAccident & Health _________________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
qGeneral liability ___________________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
qHomeowners _____________________________________Policy No. ___________________________________
Company ____________________________________________________________________________________
qAutomobile ______________________________________Company ___________________________________
Description of car __________________________________Policy No. ___________________________________
Description of car __________________________________Policy No. ___________________________________
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V. Property
A. Residences
Description ________________________________________ Date acquired _______________________________
Cost basis $ _______________________________________ Addition to basis _____________________________
Current value: land $ _______________________________+ building $ _________________________________
= total $ _________________________________________ Date _______________________________________
Mortgagee _______________________________________ Balance $ ___________________________________
Terms ___________________________________________ Date _______________________________________
Held: q jointly qcommunity q tenants-in-common
Names of other owners and percent contributed by each
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Description ________________________________________ Date acquired _______________________________
Cost basis $ _______________________________________ Addition to basis _____________________________
Current value: land $ _______________________________+ building $ _________________________________
= total $ _________________________________________ Date _______________________________________
Mortgagee _______________________________________ Balance $ ___________________________________
Terms ___________________________________________ Date _______________________________________
Held: q jointly qcommunity q tenants-in-common
Names of other owners and percent contributed by each
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Charitable planning pointer:Make a git o your home at death and enjoy tax benefts duringlie. I you are planning to leave your arm or personal residence to our organization at your death, youmay benet rom a special plan that makes your git irrevocable during lie. You can make a git rightnow o the remainder interest in your arm or personal residence, retain a lie estate that gives youthe right to live there or the rest o your lie, and claim a sizable current income-tax deduction.
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The amount o the deduction depends, among other actors, on both the value o your property andyour age. Generally speaking, the more valuable the property and the older the donor or donors, thelarger the deduction.
B. Investment real estate
Description ________________________________________ Date acquired _______________________________
Cost basis $ _______________________________________ Addition to basis _____________________________
Current value: land $ _______________________________+ building $ _________________________________
= total $ _________________________________________ Date _______________________________________
Mortgagee _______________________________________ Balance $ ___________________________________
Terms ___________________________________________ Date _______________________________________
Held: q jointly qcommunity q tenants-in-common
Names of other owners and percent contributed by each
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Description ________________________________________ Date acquired _______________________________
Cost basis $ _______________________________________ Addition to basis _____________________________
Current value: land $ _______________________________+ building $ _________________________________
= total $ _________________________________________ Date _______________________________________
Mortgagee _______________________________________ Balance $ ___________________________________
Terms ___________________________________________ Date _______________________________________
Held: q jointly qcommunity q tenants-in-common
Names of other owners and percent contributed by each
_____________________________________________________________________________________________
_____________________________________________________________________________________________
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C. Personal property
Stocks and Bonds
Company Shares Cost basis Date acquired
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
Total cost basis $ _______________
Mutual Funds
Company Shares Cost basis Date acquired
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
__________________________________ __________________ _____________________ ____________________
Total cost basis $ _______________
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U.S. Bonds
Type Face amount Issue date Maturity date
________________________________ $ __________________ _____________________ ____________________
Serial No. _____________________________________________________________________________________
________________________________ $ __________________ _____________________ ____________________
Serial No. _____________________________________________________________________________________
________________________________ $ __________________ _____________________ ____________________
Serial No. _____________________________________________________________________________________
Tangible Assets
Company Cost basis Date acquired
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
Trusts
Trustee ___________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Attorney of record _________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Type of trust __________________________________________________________________________________
q revocable q irrevocable Est. value $ __________________________________________________________
Retained powers, if any _________________________________________________________________________
_____________________________________________________________________________________________
Trustee ___________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Attorney of record _________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
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Type of trust __________________________________________________________________________________
q revocable q irrevocable Est. value $ __________________________________________________________
Retained powers, if any _________________________________________________________________________
_____________________________________________________________________________________________
Trustee ___________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Attorney of record _________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Type of trust __________________________________________________________________________________
q revocable q irrevocable Est. value $ __________________________________________________________
Retained powers, if any _________________________________________________________________________
_____________________________________________________________________________________________
What would you like the trusts to accomplish? ________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Safe Deposit Box
Box location _____________________________________________________________________________________
Box No. _________________________________________________________________________________________
Key location _____________________________________________________________________________________
Other Investments
Description ______________________________________________________________________________________
Value ___________________________________________________________________________________________
Comments ______________________________________________________________________________________
________________________________________________________________________________________________
Charitable planning pointer:Charitable gits can make capital-gain taxes disappear. Federaltax laws provide some very special benets or using appreciated securities and real estate to undcharitable gits. Donors are entitled to take an income-tax deduction or the ull air-market value othe assets but do not have to recognize or pay taxes on any o the paper gain.
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VI. Obligations
A. Accounts receivable
Due from _________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Amount $ _______________________ Terms ___________ Due date ___________________________________
Comment ____________________________________________________________________________________
Due from _________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Amount $ _______________________ Terms ___________ Due date ___________________________________
Comment ____________________________________________________________________________________
Due from _________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Amount $ _______________________ Terms ___________ Due date ___________________________________
Comment ____________________________________________________________________________________
B. Liabilities
Due to ____________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Amount $ _______________________ Terms ___________ Due date ___________________________________
Comment ____________________________________________________________________________________
Due to ____________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Amount $ _______________________ Terms ___________ Due date ___________________________________
Comment ____________________________________________________________________________________
Due to ____________________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Amount $ _______________________ Terms ___________ Due date ___________________________________
Comment ____________________________________________________________________________________
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C. Claims or lawsuits
The following claims or lawsuits are pending:
________________________________________________________________________________________________
________________________________________________________________________________________________
Attorney of record ________________________________________________________________________________
Phone _______________________________________________________________________________________
Attorney of record ________________________________________________________________________________
Phone _______________________________________________________________________________________
D. Credit cards
Company Account No. Line of credit
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
__________________________________ _______________________________ _____________________________
E. Net worth
Total assetsSections II, III, IV and V: $ _________________________________________
Total LiabilitiesSection VI: $ _________________________________________
Net worth: $ _________________________________________
Notes:
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VII. Location o Important Papers
Vital statistics ____________________________________________________________________________________
Trust agreements _________________________________________________________________________________
________________________________________________________________________________________________
Last will and testament ____________________________________________________________________________
Living will _______________________________________________________________________________________
1. Healthcare Proxy _______________________________________________________________________________
2. Power of Attorney ______________________________________________________________________________
Bonds and securities ______________________________________________________________________________
________________________________________________________________________________________________
Bank books ______________________________________________________________________________________
Insurance policies ________________________________________________________________________________
Business agreements ______________________________________________________________________________
Inventory of personal property ______________________________________________________________________
________________________________________________________________________________________________
Titles and deeds __________________________________________________________________________________
Tax papers ______________________________________________________________________________________
Charitable documents _____________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
Others __________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
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VIII. Personal Advisors
Physician_____________________________________________________________________________________
Address ______________________________________________________________________________________
Specialty _________________________________________ Phone _____________________________________
Physician_____________________________________________________________________________________
Address ______________________________________________________________________________________
Specialty _________________________________________ Phone _____________________________________
Clergy person _________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Attorney _____________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Accountant ___________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Insurance agent _______________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Trust oicer __________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Investment broker _____________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
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Tax consultant ________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Other ________________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Other ________________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Other ________________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Notes:
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IX. Funeral and Burial Instructions
Funeral director ___________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Religious ailiation ____________________________________________________________________________
Clergy person _____________________________________Phone ______________________________________
Fraternal ailiation ____________________________________________________________________________
Officer ___________________________________________ Phone _____________________________________
Designation o memorial gits ___________________________________________________________________
_____________________________________________________________________________________________
q
Cemetery plotq
Cemetery vaultq
None
Name, location ________________________________________________________________________________
Phone _______________________________________________________________________________________
Section No. _______________________________________ Plot No. ____________________________________
Location of deed _______________________________________________________________________________
Other burial instructions ________________________________________________________________________
_____________________________________________________________________________________________
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X. Last Will and Testament
Executor under will ____________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Alternative _______________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Guardian/Conservator _________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Alternative _______________________________________ Phone _____________________________________
Address ______________________________________________________________________________________
Trustee _______________________________________________________________________________________
Address ______________________________________________________________________________________
Phone _______________________________________________________________________________________
Date of last will ____________________________________ Codicil _____________________________________
Attorney o record _____________________________________________________________________________
Phone _______________________________________________________________________________________
Comments ______________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
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XI. Philanthropic Interests
My principal philanthropic interests are in the following organizations also see page 9:
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
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Notes to executor _________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
________________________________________________________________________________________________
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The Importance o Estate Planning
A careully constructed estate plan is vitally important or two reasons. First, it allows you to distributeyour property to whom and in what amounts you wish. Second, it permits you to take advantage o avariety o tax-minimizing techniques that can increase your amilys security and make it possible toulll your personal desires and objectives.
However, once your plan is complete it should not be led away and orgotten. Changes in personaland nancial circumstances and revisions in the tax laws require requent review o your plan. Perhaps,in completing this personal and nancial inormation record, you have discovered that such a reviewmight be necessary.
We would also like to show you how the various orms o outright and deerred giving can beincorporated eectively into your plans. All such consultations will be arranged and conducted con-dentially and with no obligation.
The information contained herein is offered for general informational and educational purposes. You should seek the advice of an attorney for applicability to your own situation.
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Gail DexterDirector of Development
t: 603-645-9681e-mail: [email protected]
Office of Institutional Advancement2500 North River Road
Manchester, NH 03106-1045
www.snhu.plannedgifts.org