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ESTATE PLANNING WORKSHEET (Married People)1.×Name(s) of Client(s) to be used on documents (should match driver's license) and nickname(s):Client #1: John R. Smithsonian Security No.: 987654321Client
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Married people refers to individuals who are legally married according to the laws of their jurisdiction.
Married couples are required to file jointly or separately, depending on their tax situation.
Married people can fill out their tax forms together or separately, depending on their preference and financial situation.
The purpose of filing as married people is to report their combined or separate income, deductions, and credits to determine their tax liability.
Married people must report their income, deductions, credits, and any other relevant tax information on their tax forms.
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