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Doc 2 of 4: Revocable Trust (People of Trust: Trustee? / Agents? (Bennett…
Doc 2 of 4: Revocable Trust
Doc #4 of 4: PA Financial
Control: Who? backup?
Digital
Control: Who? backup?
Who gets my assets?
Beneficiaries
#1 sister Joan Hennessee
major portion of assets to her if I die first, res portion for others
Others
people in rank order* 3-7 in queu
$1000 Club
. start now? Who runs after I die? KISS Hold till after Trust active
Charity: use tax def for tax leverage
Major $X each list ~5
Minor $X each list ~7
People
of Trust: Trustee? / Agents?
Bennett Perritt born 1958? HSV
Sharon Noha (GF) born 1952? IL Health control
Others? (same gen) Dave Coleman 1950? FL/IL, Phil H (IL), Bruce S (AL),
younger generation? Update in 5 years
Sister Joan born 1952 HSV
Assets
Equities 6-15 accounts
Tax def: Do Not go into the Trust (legal barrier) beneficiaries verify existing
Taxable ownership to trust
Real Estate 2 homes
317 Lockwood, NF, IL (NF w extra lot) ~$400k
1609 Greenwyche, HSV, AL (cost basis appraisal $167.6 12/10/14) ~$190k
Other:
minor: rugs, coins, misc?
My business
Avalon
buy/sell agreement O Hold till trust active? Carl Yudell do 2 page doc
Doc 1 of 4: Will
Doc 3 of 4 PA Health
Control: Who? backup?
GH QC concern "feet on the ground weekly" (Alice use N Trust, GH not sure, no heart in it, student nurse?
Other Major Areas?
appendices / add ons to trust:
health care extra spending
directions
other?
Summary Last Will and Testament Glen R Hamrick update 6/15/17 attorney IL Alice Lonoff