End-of-Life Management eBook #6: Estate Planning – The Basics

Passare.com eBook 6 Estate Planning The Basics End of Life Management eBook #6: Estate Planning   The Basics

Passare and Robert Shephard Professional Law Corporation have teamed up to answer your questions, and help you learn what estate planning is, and determine what level of planning is best for you and your family.


Many people make the mistake of believing that unless they have property like Rockefeller, they don’t need to plan their estate or that a simple will is enough. In our experience, a well-designed estate plan will give you financial security, take care of your assets, minimize your estate taxes and protect your family, regardless of the size of your estate. If you fail to plan ahead, a judge can simply appoint someone to handle your assets and personal health care. This someone will ensure your assets are distributed according to intestate succession, not on your terms.

You will learn in End-of-Life Management eBook #6: Estate Planning – The Basics

  1. What is Estate Planning?
  2. Objectives of Estate Planning
  3. Identify Your Estate: First Step for Creating an Estate Plan
  4. Types of Property
  5. Methods of Owning Property
  6. Property with Multiple Owners
  7. What’s next

The eBook includes:

  1. Estate Planning Checklist
  2. Example of a Power of Attorney
  3. Estate Planning Glossary of Terms

To get the most out of this eBook, complete all the exercises at the end of each section. Use the checklist to draft your Power of Attorney and review the example provided at the end of this document. The Glossary of Terms gives you definitions for underlined words.

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