estate planning

Sample slides for an estate planning presentation

by Boyd Johnson on November 6, 2009

I recently gave a presentation at Bethlehem Baptist Church on estate planning issues for seniors. The slideshare presentation linked below is a version of the slides I created and used. I’m providing them here in case someone finds it helpful in creating their own estate planning presentation.

As you can see by flipping through the slides, I adopted a minimalist design, trying to use as few bullet points as possible. There is almost nothing worse than a presenter who merely reads bullet points off of the screen during a presentation. Instead, I think the speaker should carry the content of the presentation– not the slides– so you won’t find much content on the slides themselves. You’ll have to fill in the content a bit to make the slides make sense. The slides act more as visual placeholders to guide the listener. At the end of the presentation, I provided everyone a booklet on estate planning as a take-away.

Note: Some of the formatting didn’t convert to slideshare very well, so things are a bit off.

Slideshare link: Sample Estate Planning Presentation

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Article on Minnesota’s Transfer on Death Deed

by Boyd Johnson on November 5, 2008

Minnesota State Bar Association members: watch for my article on Minnesota’s transfer on death deeds, published in November’s issue of the Bench & Bar Magazine. The article focuses on the basics of the new law and how you might use it in your estate planning practice.

Update (11/18/08): The article is now online.

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