Get the free FCOURSES0707-3021Basic Estate bTaxb Planningpmd

BASIC ESTATE TAX PLANNING NOVEMBER 29, 2006, ROCKVILLE DECEMBER 1, 2006, BALTIMORE www.micpel.edu The Maryland Institute for Continuing Professional Education of Lawyers, Inc. Maryland Bar Center

How to fill out fcourses0707-3021basic estate btaxb planningpmd

Point by point instructions for filling out fcourses0707-3021basic estate btaxb planningpmd:

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6. List any designated beneficiaries, such as family members, friends, or charitable organizations, along with their respective shares or percentages. If you have minor children, indicate who will be their guardian.
7. If you have any specific requests or instructions regarding your estate, such as the distribution of sentimental items or funeral arrangements, document them clearly in the appropriate sections.
8. Consider consulting with an attorney or estate planning professional to ensure that all legal aspects and potential tax implications are adequately addressed. They can also provide guidance on how to fill out the form correctly.

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