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Get the free McGill University’s Estate Planning Newsletter - mcgill

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This newsletter highlights contributions of notable individuals to McGill University and provides information on how to make planned gifts such as charitable gift annuities.
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How to fill out McGill University’s Estate Planning Newsletter

01
Visit the McGill University website and navigate to the Estate Planning Newsletter section.
02
Locate the newsletter sign-up or request form on the page.
03
Fill out personal information such as name, email address, and any other required fields.
04
Specify your interest in estate planning topics in any optional fields.
05
Review your information for accuracy and completeness.
06
Submit the form to receive the newsletter.

Who needs McGill University’s Estate Planning Newsletter?

01
Individuals considering their estate planning options.
02
Families looking for guidance on managing their assets after death.
03
Anyone wanting to learn about charitable giving and its implications.
04
Legal professionals or financial advisors seeking updated information on estate planning.
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McGill University’s Estate Planning Newsletter is a publication designed to provide information and updates regarding estate planning topics, resources, and legal considerations relevant to donors and their estates.
Individuals who have made a planned gift to McGill University or who are considering making such a gift are typically required to file the Estate Planning Newsletter.
To fill out the Estate Planning Newsletter, individuals should provide detailed information about their planned gifts, including donor information, the nature of the gift, and any relevant legal documentation.
The purpose of the Estate Planning Newsletter is to inform stakeholders about estate planning strategies, ensure compliance with regulations, and help facilitate the process of making planned gifts to McGill University.
The information that must be reported includes donor name, contact information, details about the planned gift, its valuation, intended use of the gift, and any relevant terms or conditions.
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