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RETURN THIS CARD To DePaul Planned Giving Team Please send me a copy of the booklet Planning Your Bequests. Office of Advancement 1 E. Jackson Blvd. Chicago, IL 606042201 Nonprofit Org. U.S. Postage
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How to fill out booklet planning your bequests

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How to fill out booklet planning your bequests:

01
Start by gathering all relevant information, such as your assets, debts, and beneficiaries. This will help you create a comprehensive plan.
02
Determine your goals and wishes for your bequests. Consider who you want to benefit from your assets and how you want them to be distributed.
03
Consult with a legal professional or estate planning expert to ensure that your bequests are legally binding and in line with your wishes.
04
Use the booklet to outline your bequests in detail. Include specific instructions for each beneficiary and any conditions or restrictions you want to place on the distribution of your assets.
05
Review your booklet regularly and make updates as necessary. It's important to keep your bequest plan up to date to reflect any changes in your circumstances or relationships.

Who needs booklet planning your bequests:

01
Individuals who want to ensure that their assets are distributed according to their wishes after their passing.
02
People who have specific preferences or conditions for how their assets should be distributed among their beneficiaries.
03
Anyone who wants to minimize potential conflicts or disputes among family members or other beneficiaries.
04
Individuals who want to provide for charitable organizations or causes through their bequests.
05
Those who want to leave a lasting legacy or make a meaningful impact with their assets.
Note: It is always recommended to seek professional advice when creating your bequest plan to ensure that it aligns with your unique circumstances and meets all legal requirements.
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Booklet planning your bequests is a document that allows you to outline how you wish your assets to be distributed after your passing.
Individuals who want to specify how their assets should be distributed after their death are required to file booklet planning your bequests.
You can fill out booklet planning your bequests by detailing your assets and specifying who you want to inherit them.
The purpose of booklet planning your bequests is to ensure that your assets are distributed according to your wishes after your passing.
Information such as your assets, beneficiaries, and specific instructions for distribution must be reported on booklet planning your bequests.
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Relevant keywords

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