• VePub Press
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  • Basic Estate Planning and Estate Settlement
Description:

Basic estate planning is something that most people don’t like to think about. However, a well-informed banker should be aware of the basic essentials to be able to assist customers going through an estate settlement. In addition, it’s something everyone should know and attend to personally.

Topics to be covered include:

  • The KEY component which controls all other aspects of estate planning
  • Beneficiary designations examples
  • Probate
  • When is a will effective
  • Who has access to DDA funds
  • Existing durable powers of attorney
  • Estate taxes
  • Good record keeping
  • Variations on distributing tangible property, heirloom and sentimental assets

Target Audience: 

Trust department personnel, personal bankers and anyone interested in learning more about estate planning