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ESTATE PLANNING IN 2014: A LOOK FORWARD First Run Broadcast: January 7, 2014 2:30 p.m. E.T./1:30 p.m. C.T./12:30 p.m. M.T./11:30 a.m. P.T. (60 minutes) Several major legal developments in 2013 will
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Estate planning is the process of arranging and managing a person's assets, finances, and properties to ensure they are distributed according to their wishes after their death.
Estate planning is not something that is filed. It is a process that individuals undertake to create a plan for the distribution of their assets after their death.
Estate planning is not filled out like a form. It involves working with professionals like attorneys, financial advisors, and accountants to create legal documents such as wills, trusts, and powers of attorney.
The purpose of estate planning is to ensure that a person's assets and properties are managed and distributed according to their wishes after their death. It can also help minimize taxes, protect assets, and provide for the future care of loved ones.
There are no specific reports or filings required for estate planning. However, as part of the planning process, individuals may need to gather and provide information about their assets, debts, beneficiaries, and desired distribution.
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