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Estate Planning Starters

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© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. National University Development Office 11255 North Torrey Pines Road La Jolla, CA 92037 development@nu.edu (858) 642-8807 QUESTIONNAIRE: How Do You Want Your Estate Divided? 1 ] After your lifetime, how and to whom do you want your estate distributed? 2 ] If you and your spouse die before your children are old enough to manage large amounts of money, who should be the trustee of their money? Who should be their guardian while they are minors? 3 ] How do you want your investments managed after your lifetime? Should your spouse manage them? If not, from whom should your spouse seek help? Have you thought about trusts? 4 ] Do you want to minimize income and possible estate taxes? Do you know how a trust can save taxes? 5 ] If you are not survived by a spouse or children, do you want to benefit other relatives? 6 ] Are there charitable organizations you would like to support? Let Us Know A gift in your estate plan is a flexible way to extend your support for National University into the future. Let us know if you have any questions about making a gift from your estate or if you have already done so. We'd love the opportunity to thank you. Preferences regarding anonymity will be respected, of course. beneficiary: an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan executor: the person named in your will to settle your estate once you're gone trustee: the person named in a trust to manage trust investments for your beneficiaries charitable bequest: a charitable gift left by will that is exempt from federal estate tax charitable remainder trust: a trust that gives your chosen beneficiaries income for life, with the remaining balance going to charitable organizations you designate

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