<aside> <img src="/icons/star_green.svg" alt="/icons/star_green.svg" width="40px" /> GETTING STARTED

• Why would I choose to work with Steward over a traditional attorney?
• Where is Steward available?
• What is estate planning, and why is it important?
• How does Steward's estate planning process work?
• What do I need to think through before the onboarding process?
• What information will I need to provide during the process?
• What documents are included in my Steward estate plan? </aside>

<aside> <img src="/icons/judicial-scales_green.svg" alt="/icons/judicial-scales_green.svg" width="40px" /> LEGAL, SECURITY & PRIVACY

• Do I need a lawyer to create my Trust?
• Is Steward a law firm?
• How do you protect my personal information?
• How does Steward ensure my estate plan reflects state-specific requirements?
• What information is shared with Steward that I discuss with the attorney? </aside>

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ESTATE PLANNING

• Common Estate Planning Terms & Definitions
• What's the difference between a Last Will and a Revocable Living Trust?
• What is a Revocable Living Trust, and how does it work?
• What is a Pour-Over Will?
• What is a Power of Attorney, and why is it important?
• What is a Healthcare Directive, and how does it work?
• What are the different care types in the event of incapacity and what do they mean?
• How do I choose the right people in my Trust? </aside>

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TAXABLE ESTATE

• What are Transfer Taxes?
• What Trusts Qualify for the Marital Deduction?
• What if my Spouse is Not a US Citizen?
• How Does Living in a Community Property State Impact Estate Taxes?
• When and How are Federal Gift Taxes Paid?
• What is the Generation-Skipping Transfer Tax (GST)?
• Are There Ways to Mitigate the Impact of Gift, Estate and GST Taxes?
• What is Step-up in Basis and how does it work? </aside>

Disclaimer: Steward is not a law firm and does not provide legal advice. Information should only be used for educational purposes and no attorney client relationship shall be established. Should you need legal advice, please seek advice from an attorney.