Estate Planning Class from Woody Alpern on Vimeo.

Whether death or disability happens quickly or slowly, it is difficult to focus on the official or financial requirement. Instead, all effort is required to deal with the emotional and physical needs. For that reason, addressing the “business” side of death and disability is best accomplished ahead of time. However, for many of us, even if the topic were not about death or disability, the thought of making decisions or organizing paperwork before it is absolutely necessary is difficult.

Aside from sharing information today, our goal is to stress that postponing the “business” side is problematic. To leave all the responsibility to the survivors, many of whom were not the financial person in the family, often creates unintended results.

This presentation is not about wealth and avoiding estate tax. Instead, it is about understanding what you have, addressing the challenges, identifying your goals, and facilitating a smooth transition.

Supplemental Materials:

Part 1 presentation: part-1-nwr-presentation-05-16-09

Part 2 presentation: part-2-dfg-presentation-05-16-09