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Estate Planning & Wealth Preservation Update September 2017PROTECTING GIFTS TO ADULT CHILDREN More and more parents and grandparents want to financially assist their adult children and grandchildren.

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What is estate planning amp wealth?

Estate planning amp wealth involves organizing and managing one's assets in order to ensure they are passed on to beneficiaries according to their wishes.

Who is required to file estate planning amp wealth?

Individuals with significant assets or wealth are typically required to file estate planning documents.

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Estate planning documents can be filled out with the assistance of professionals such as lawyers, financial advisors, or estate planners.

What is the purpose of estate planning amp wealth?

The purpose of estate planning amp wealth is to ensure that assets are distributed according to the wishes of the owner and to minimize taxes and other expenses.

What information must be reported on estate planning amp wealth?

Information such as assets, investments, properties, beneficiaries, and any existing debts or liabilities must be reported on estate planning documents.

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