rowel action guide

“How To Arrange To Transfer Your Assets For Your Heirs Sake”

Action Guide Featuring Attorney and Best Selling Author

Rowel Manasan

Part 1: Dealing with the Loss of a Loved One What are the 6 things you need to take care of after the passing of a loved one? ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________ What was the key takeaway from the story of Veronica? How can you apply that to a similar situation in your own life? ______________________________________________________ ______________________________________________________

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______________________________________________________ ______________________________________________________ What is a myth about consulting with an attorney? ______________________________________________________ ______________________________________________________ What is one simple thing that could have caused the entire situation from Veronica to get so out of control? ______________________________________________________ Part 1 Additional Notes: ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________

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Part 2: Revocable Living Trusts What is a revocable living trust? ______________________________________________________ ______________________________________________________ ______________________________________________________ Who is, or can be, a trustee? ______________________________________________________ ______________________________________________________ What does the word revocable mean in a revocable living trust? ______________________________________________________ What is the main reason that you create a revocable living trust? ______________________________________________________ ______________________________________________________

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Why do you want to avoid probate? ______________________________________________________ ______________________________________________________ ______________________________________________________ What is the first step in setting up a living trust? ______________________________________________________ What kinds of things can an attorney do for you when discussing your revocable living trust? ______________________________________________________ ______________________________________________________ ______________________________________________________ ______________________________________________________

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What is the process to change pieces of this trust? ______________________________________________________

Part 2 Additional Notes ______________________________________________________

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Part 3: Living Wills and Other Important Documents What is a living will? ______________________________________________________ ______________________________________________________ ______________________________________________________ What is a pour over will? ______________________________________________________ ______________________________________________________ ______________________________________________________ What is Power Of Attorney and what benefits does it have to establish it? ______________________________________________________ ______________________________________________________

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What is a HIPPA document? ______________________________________________________ ______________________________________________________ ______________________________________________________ What is the health care agent document? ______________________________________________________ ______________________________________________________ ______________________________________________________ What are guardianship documents and why are they important? ______________________________________________________ ______________________________________________________

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If you have children, have you named guardians? If not, please brainstorm potential guardians below: ______________________________________________________ ______________________________________________________ ______________________________________________________ Part 3 Additional Notes ______________________________________________________

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Part 4: Passing Down Your Assets What is a Dynasty Trust? ______________________________________________________ ______________________________________________________ ______________________________________________________ What privileges does a Dynasty Trust give you? ______________________________________________________

______________________________________________________ Write down 3 interesting and beneficial things a Dynasty Trust provides. ______________________________________________________ ______________________________________________________

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______________________________________________________ Below you will find a completion certificate good for a $47 credit towards any asset protection plan at the Manasan Law Group. Please print and make an appointment at the number below for use.

If you would like more information about protecting your family and your assets, please contact Rowel directly at http://lafamilyestatelaw.com/ or by calling 1.800.948.6021

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