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WEALTH MANAGEMENTMaking Your Estate Plan Dispute Proof Article by Wealth Management Systems, Inc. Courtesy of a Morgan Stanley Financial Advisor poorly written estate plan can be easily challenged

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What is making your estate plan?

Making your estate plan involves drafting legal documents that outline how you want your assets to be distributed upon your death.

Who is required to file making your estate plan?

Anyone who owns assets and wants to ensure their wishes are carried out after they pass away is required to file making your estate plan.

How to fill out making your estate plan?

You can fill out your estate plan by working with an attorney who specializes in estate planning or by using online tools and templates.

What is the purpose of making your estate plan?

The purpose of making your estate plan is to ensure your assets are distributed according to your wishes, minimize estate taxes, and provide for your loved ones.

What information must be reported on making your estate plan?

Your estate plan should include information about your assets, beneficiaries, guardians for minor children, and any specific wishes you have for your estate.

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