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2015 Estate Planning Update E S TATE PLANNING AND PROBATE GROUPEstate Tax Update Federal Estate Tax, Gift Tax, and Generation Skipping Tax Exemptions The 2015 federal exemption against estate, gift,
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How to fill out e s tate planning

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How to fill out estate planning:

01
Begin by making a list of your assets, including real estate, investments, bank accounts, and personal belongings.
02
Identify your beneficiaries, who will inherit your assets after your passing. Consider family members, friends, or charitable organizations.
03
Choose an executor to handle your estate and ensure that your wishes are carried out. This can be a trusted family member, friend, or a professional executor.
04
Decide on a guardian for any minor children or dependents who will require ongoing care.
05
Determine if a living will or healthcare proxy is necessary to outline your medical wishes in case you become incapacitated.
06
Consult with a lawyer or professional estate planner to create the necessary legal documents, such as a will, trusts, and power of attorney.
07
Review and update your estate plan regularly to account for any changes in your assets, beneficiaries, or personal circumstances.

Who needs estate planning:

01
Everyone, regardless of their age or wealth, can benefit from estate planning. It ensures that your assets are distributed according to your wishes and can help minimize conflicts among family members.
02
Individuals with significant assets or complicated financial situations, such as business owners or those with multiple properties, may especially require estate planning to ensure the orderly transfer of their wealth.
03
Parents who have minor children or dependents should prioritize estate planning to designate guardians and provide for their care in case of unexpected events.
04
Individuals who have specific healthcare wishes or desire to protect their medical decisions may also benefit from estate planning.
Note: It is always advisable to consult with an estate planning professional or lawyer to ensure that your specific needs are addressed and that your estate plan is legally sound.
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Estate planning is the process of arranging and deciding how an individual's assets will be distributed after their death.
Anyone who owns assets and wants to ensure that those assets are distributed according to their wishes after their death is required to file estate planning.
To fill out estate planning, you will need to gather information about your assets, decide how you want them distributed, and work with a lawyer to create legal documents such as a will or trust.
The purpose of estate planning is to ensure that your assets are distributed according to your wishes after your death and to minimize any potential disputes among your beneficiaries.
Information such as a list of assets, beneficiaries, guardians for minor children, and instructions for distribution of assets must be reported on estate planning.
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