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Build Your Legacy Plan Key Life Insurance Company Benefiting the Indiana Builders Association Educational Scholarship Foundation, Inc. Build Your Legacy Plan Key Life Insurance Company Benefiting
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How to fill out build your legacy plan

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How to fill out build your legacy plan:

01
Start by reflecting on your values and personal goals. Consider what you want to leave behind and what is most important to you.
02
Identify your assets and financial situation. Take stock of your savings, investments, insurance policies, and any other relevant financial resources.
03
Consider your beneficiaries and loved ones. Think about who you want to include in your plan and how you want to distribute your assets among them.
04
Evaluate potential risks and contingencies. Assess any potential challenges or obstacles that may arise and plan for them accordingly.
05
Consult with professionals. Seek the guidance of an estate planning attorney or financial advisor to ensure your plan is comprehensive and legally sound.
06
Document your wishes. Write down your plan and make it legally binding by creating a will, trust, or other appropriate legal instruments.
07
Review and update regularly. Regularly revisit your legacy plan to ensure it remains relevant and reflects any changes in your personal situation or goals.

Who needs build your legacy plan:

01
Individuals who want to ensure their assets are distributed according to their wishes after their passing.
02
Parents or guardians who want to protect and provide for their children or dependents after they are gone.
03
Business owners who want to plan for the future of their company and its succession.
04
Individuals with significant wealth or complex financial situations who want to minimize taxes and efficiently transfer their assets.
05
People who want to leave a charitable legacy or support causes that are important to them.
06
Individuals who want to make healthcare or end-of-life decisions in advance, ensuring their wishes are respected.
07
Anyone who wants to have peace of mind and be proactive in planning for their own future and the future of their loved ones.
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Build your legacy plan is a strategic roadmap for preserving and transferring your assets and values to future generations.
Individuals who have assets they wish to pass on to their heirs are required to file a build your legacy plan.
Build your legacy plan can be filled out by consulting with a financial advisor or estate planning attorney to ensure all assets and wishes are properly documented.
The purpose of build your legacy plan is to ensure that your assets are transferred according to your wishes and to minimize estate taxes and other costs.
Build your legacy plan must include a list of assets, beneficiaries, guardians for minor children, and any specific wishes for asset distribution.
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