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THE CHURCH OF THE RED ROCKS Dr. Lawrence Corbett, Interim Pastor A Stephen Ministry Congregation An Open and Affirming Congregation April 3, 2016 8:30 & 10:30 ORDER OF WORSHIP Peace to all who enter
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How to fill out estate planning seminar:

01
Start by gathering all relevant financial and legal documents, such as wills, trusts, insurance policies, and investment statements.
02
Review and update these documents if necessary, ensuring they accurately reflect your current wishes and circumstances.
03
Consider consulting with an attorney or estate planning professional who can guide you through the process and provide expert advice.
04
Determine your beneficiaries and how you want your assets distributed after your passing.
05
Evaluate the potential tax implications of your estate plan and explore strategies to minimize taxes.
06
Document your healthcare preferences and appoint a trusted individual to make medical decisions on your behalf, if needed.
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Create a plan for incapacity, including powers of attorney or guardianship documents.
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Regularly review and update your estate plan to account for any significant life events or changes in your financial situation.

Who needs estate planning seminar:

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Individuals who have accumulated significant assets and want to ensure their proper distribution to beneficiaries.
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High net worth individuals who want to minimize tax obligations and protect their wealth.
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People who wish to express their healthcare preferences and ensure their wishes are respected.
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Parents who want to establish guardianship for their minor children.
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Business owners who need to plan for the succession or transfer of their business.
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Individuals who want to avoid probate and streamline the administration of their estate.
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Individuals who want to protect their assets from potential creditors or legal claims.
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Any adult who wants to have control over their financial and healthcare decisions in the event of incapacity.
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Estate planning seminar is a educational event designed to help individuals and families understand the importance of planning for the distribution of their assets and property after death.
Individuals who have assets and property that they want to pass on to their beneficiaries are required to attend estate planning seminar.
To fill out estate planning seminar, individuals must attend the seminar and participate in the discussions and activities tailored towards helping them create a comprehensive estate plan.
The purpose of estate planning seminar is to educate individuals on the importance of creating an estate plan to ensure their assets are distributed according to their wishes after death.
Information such as current assets, beneficiaries, desired distribution of assets, and any special requests or conditions must be reported on estate planning seminar.
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