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PLANNED GIVING Gift & Estate Planning Program (EPP) Welcome email to new subscribers Thank you for subscribing to Rotary's Gift and Estate Planning Program (EPP). The program shares news and best

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What is gift amp estate planning?

Gift and estate planning involves setting up strategies and processes to manage and distribute assets either during a person's lifetime or after their death.

Who is required to file gift amp estate planning?

Individuals with significant assets or estates may be required to file gift and estate planning documents to ensure proper management and distribution of their wealth.

How to fill out gift amp estate planning?

Gift and estate planning documents can be filled out with the help of financial and legal advisors who specialize in estate planning. It involves detailing assets, beneficiaries, and distribution plans.

What is the purpose of gift amp estate planning?

The purpose of gift and estate planning is to ensure that assets are managed and distributed according to the owner's wishes, minimize tax liabilities, and provide financial security for beneficiaries.

What information must be reported on gift amp estate planning?

Information such as assets, liabilities, beneficiaries, and distribution plans must be reported on gift and estate planning documents.

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