Family Wealth Family Wealth Protection and PreservationProtection and Preservation

…Planning for a Lifetime of Protection, Guidance and Love

Who Will Care for Your Children?Who Will Care for Your Children?

Short TermShort Term

BabysitterNo PlanPoliceCPS

Long TermLong Term

There is a Plan:A Judge Decides

It’s Probably a Plan You Won’t Like

How Will They Receive Your Assets?How Will They Receive Your Assets?

PROBATE

CREDITORS

ESTATE TAX

Your Default Estate Plan - ProbateYour Default Estate Plan - Probate

Attorn

ey’s

Fees

Attorn

ey’s

Fees

Executor’s

Executor’sFeesFees

Appraiser’s FeesAppraiser’s Fees

Filing FeesFiling Fees

Bond P

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Bond P

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$$

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CreditorsCreditors

“A lawsuit you file against yourself, with your own money, for the benefit of your creditors.”

Slow

Last Will of Anna Nicole SmithLast Will of Anna Nicole Smith

Children Receive Assets at 18 and Children Receive Assets at 18 and Unprotected!Unprotected!

Calculate Your Probate EstateCalculate Your Probate Estate

Family home (gross FMV) $ 1,000,000Rental Property $250,000Stocks, Bonds, and Bank Accts 380,000Business Interests 100,000Life Insurance/Retirement AcctsPayable to a Minor $1,000,000TOTAL $2,730,0005% of the Gross Estate for Costs and FeesEstimated Probate Costs and Fees: $135,000

The Only Foolproof Way to Avoid Probate:The Only Foolproof Way to Avoid Probate: A FULLY FUNDED Living TrustA FULLY FUNDED Living Trust

Execute deeds to Real Property

Sign new signature cards at bank

Re-title investment accounts

Transfer Stock/Bond certificates

Assign personal property

Change life insurance andretirement account beneficiary designations

Calculate your Estate TaxCalculate your Estate TaxFamily home (equity) $ 650,000Rental Property $200,000Furniture, household goods 50,000Automobiles 20,000Stocks 20,000Business Interests 100,000Life Insurance 2,500,000Retirement Accounts 200,000TOTAL $4,000,000

45% Maximum Tax on Assets over $2mm - Nearly $1,000,000 of Estate Taxes Paid

John’s PlanJohn’s Plan John’s Assets ($3mm)

$450,000 John’s Children

Tom’s PlanTom’s Plan

Tom’s Assets

$0 Tax

Cindy$4,000,000

$900,000

Peter, Paul& Mary

$3,100,000

Make Your Living Trust a Real Treasure Chest!Make Your Living Trust a Real Treasure Chest!

Your IncapacityYour Incapacity

Turn Your Wishes Into Directives

Kids Protection Plan – Kids Protection Plan – 7 Easy Steps7 Easy Steps

1. Reveal the Plan to Caregivers2. Oh, Don’t Forget to Name First Responders3. Tell Your First Responders4. Exclude, if necessary 5. Cover Long-Term Care6. Prepare A Clear Plan7. Trust: Establish One for Your Financial Resources

So, What Can You Do Today to Take Care of

These 7 Steps Easily for the Absolute Protection

of Your Children?

Do It Yourself OR

Work With a Lawyer(not all lawyers are

the same!)

How Do You Choose?How Do You Choose?Would You Benefit From

Working with A Lawyer? You own more than just personal belongings, such as cars, clothing,

jewelry, furnishings, etc.

You want to ensure the people you love will have a trusted advisor to turn to for guidance when you are gone.

Your worksheet indicates you need to avoid probate or estate taxes or protect your children’s inheritance.

You want to GUARANTEE your plan will work when your family needs it!

If You Don’t Qualify to Work If You Don’t Qualify to Work With a Lawyer – Do It Yourself!With a Lawyer – Do It Yourself!

Everyone Gets One FREE For Being Here Today!

Planning for DeathPlanning for Death

Typical Experience: Transaction Avoids probate Avoids estate taxes Leaves assets to heirs unprotected No ongoing legal guidance Hourly fees for future needs Does NOT Adequately protect kids

WILL IT WORK WHEN YOU NEED IT?

Planning for Life!Planning for Life! Whole Different Experience: Relationship All Flat Fees/No Surprises Ever Protects Kids Totally Saves Your Family Thousands of $$ Know You’ve Made the Right Decisions Protect Family $$ from Outsiders A Lifetime of Guidance and Protection!

Your Plan Will Work When Your Family Needs It!It’s a Gift for the People You Love the Most

What Should This Cost?What Should This Cost? This planning will save your family at least $25,000 and a huge nightmare

if ALL YOU HAVE is a house worth $500,000. If you have assets over $2,000,000, this planning will save your family $.45

for every dollar in excess of $2,000,000. Have $3,000,000 – save $450,000! $4,000,000? Save $900,000!

You could engage a lawyer for a typical death plan and spend $2,500 minimum. But, you’ll likely have to switch lawyers and redo your plan at least once and maybe even more often than that, pay hourly fees, not know if your assets are titled properly, AND risk the plan not working for your family at your death.

Or, you can meet with a Personal Family Lawyer at MNA – learn specifically what your family needs, choose your own fee (likely to range between $4-6k) and know your plan will work when your family needs it.

Let Me Make This Easy For You!Let Me Make This Easy For You!

Gift #1: Certificate for a FREE meeting with an

MNA Personal Family Lawyer – a $750 value

– just for attending today!!

Gift #2: If you reserve your appointment today,

you’ll get - A Certificate for $250 off your Family Wealth Protection Plan.

Next StepsNext Steps

Complete your purple worksheet so we can get you vital information to protect your family!

Schedule your FREE Family & Wealth Protection Planning Session – see Corey.

Use your $250 Planning Certificate.

$250