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Knowledge promotes understanding. . . Understanding breeds creativity. . . . ESTATE WISE PLANNING TM SINCE 1979 By: Doug H. May Consulting Specialist in Estate and Gift Taxation and Planning Member,
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How to fill out estate wise planningtm
How to fill out estate wise planningtm:
01
Start by gathering all relevant financial documents, such as bank statements, investment records, and property ownership papers.
02
Make a list of all your assets, including real estate, vehicles, investments, and valuable possessions.
03
Determine your beneficiaries and their respective shares in your estate. Consider family members, friends, and charitable organizations.
04
Consult with a legal professional specializing in estate planning or use an online estate planning service to help you create a comprehensive plan.
05
Draft a will that clearly outlines your wishes regarding the distribution of your assets and the care of any minor children.
06
Consider setting up trusts to protect your assets and provide for the future needs of beneficiaries.
07
Create a durable power of attorney to designate someone who can make financial decisions on your behalf in case you become incapacitated.
08
Designate a healthcare proxy or create a living will to specify your medical treatment preferences.
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Update your beneficiaries on insurance policies, retirement accounts, and other accounts that allow designated beneficiaries.
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Regularly review and update your estate plan as life circumstances change.
Who needs estate wise planningtm:
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Individuals who want to have control over the distribution of their assets after their death.
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People with substantial assets or complex financial situations.
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Parents with minor children who need to designate guardians and establish trusts for their care.
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Individuals who want to minimize estate taxes and probate costs.
05
People who wish to support specific charitable causes after their death.
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Individuals who want to ensure smooth management of their financial affairs in case of incapacity.
07
Families with blended marriages or complicated relationships who want to avoid potential conflicts after their death.
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What is estate wise planningtm?
Estate wise planningtm is a process of organizing and managing your assets to ensure they are distributed according to your wishes after your passing.
Who is required to file estate wise planningtm?
Anyone who wants to ensure their assets are distributed according to their wishes and to minimize taxes and other costs after their passing.
How to fill out estate wise planningtm?
You can fill out estate wise planningtm by consulting with a professional such as an estate planner or lawyer to help you develop a plan that meets your needs.
What is the purpose of estate wise planningtm?
The purpose of estate wise planningtm is to ensure your assets are distributed according to your wishes, to minimize taxes and other costs, and to provide for your loved ones after your passing.
What information must be reported on estate wise planningtm?
Information such as your assets, beneficiaries, and any specific instructions for how you want your assets distributed.
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