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Assignment: Chapter I S - Preserving Your Estate The you own in your name that can be transferred according to the terrns of a will (or under intestate laws, if have no valid Kill) is your By contrast, all progkrty at the time of death. including all "01*rty that might be subject to federal estate taxes example, life plans, jointly held pro;xrty with rights of survivor-snip, and property passing under cena,n ernployee benefit plans, is estate) _ The Estate Planning process There are seven Steps the estate p:anning the beneferies Of estate's A-SSCS your f roily situation and estate goals. Formulate and implement Vour List all assets and determine the and value of POur Review the plan and it as and data. Estimate estate transfer