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ESTATE PLANNING REVIEW The biannual newsletter about building legacies for higher educations r i n g 2 012ngi : UE give s f l i TAF an i EC ND s p s a y Lt u c supporting Students: As a Teacher, Volunteer

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What is estate planning review?

Estate planning review is a process of examining and evaluating your current estate plan to ensure it aligns with your wishes and goals.

Who is required to file estate planning review?

Anyone who has an existing estate plan or is in the process of creating one should consider conducting an estate planning review.

How to fill out estate planning review?

To fill out an estate planning review, you can consult with an estate planning attorney or use online resources to guide you through the process.

What is the purpose of estate planning review?

The purpose of estate planning review is to ensure that your estate plan reflects your current circumstances and wishes, and to make any necessary updates or adjustments.

What information must be reported on estate planning review?

Information such as your assets, beneficiaries, legal documents, and any changes in your personal or financial situation should be reported on an estate planning review.

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