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Succession Planning for Tiger King - Coggle Diagram
Succession Planning for Tiger King
Will Planning
Asset Inventory
Real Property
Description of lots
Inventory
Mortgages and leases
Retirement Accounts
Talk to financial planner
Get statement of accounts
Small goods and artwork
Appraisal
Description
Re-classification of assets
Folks
Children
Spouses
Others
POA
People with POA
Determine validity
Repeal POA
Determine what to include
Trusts
Delaware Trust
Louisiana assets and trust
Revoke outstanding trusts
Drawl flow chart