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ESTATE PLANNING 101 By Patricia Louise Nelson Two Spruce Law P.C. 204 SE Miller Avenue Bend, Oregon 97702 (541) 3894646 Revised 2152017 Chapter 1 KEY TERMS Beneficiary: The person who receives something
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How to fill out estate planning 101
How to fill out estate planning 101
01
Start by gathering all necessary documents, such as your will, power of attorney, and healthcare proxy.
02
Make a list of all your assets and liabilities, including bank accounts, investments, properties, and debts.
03
Decide on your beneficiaries and how you want your assets to be distributed after your passing.
04
Consider appointing an executor or trustee to handle the administration of your estate.
05
Consult with an estate planning attorney to ensure all legal requirements are met and to draft the necessary documents.
06
Review and update your estate plan regularly to reflect any changes in your assets, family situation, or wishes.
Who needs estate planning 101?
01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals who want to minimize estate taxes and protect their wealth for future generations.
03
Parents who want to designate guardians for their minor children and make provisions for their care.
04
Business owners who want to create a succession plan to smoothly transfer ownership or control of their company.
05
Individuals with complex financial situations, blended families, or special needs dependents who require specific planning.
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What is estate planning 101?
Estate planning 101 is the basics of creating a plan for the distribution of one's assets after they pass away.
Who is required to file estate planning 101?
Anyone who wants to ensure their assets are distributed according to their wishes should consider estate planning 101.
How to fill out estate planning 101?
You can fill out estate planning 101 by consulting with an estate planning attorney and documenting your wishes for asset distribution.
What is the purpose of estate planning 101?
The purpose of estate planning 101 is to ensure that your assets are distributed according to your wishes and to minimize estate taxes.
What information must be reported on estate planning 101?
Information such as assets, beneficiaries, and distribution instructions must be reported on estate planning 101.
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