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Proactive Estate Planning By Richard Rim CFC, Rim Associates and Scott Rim CPA, Rim Associates Its fair to say that accumulating wealth is a primary goal for most investors; but the flip side of the

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What is proactive estate planning?

Proactive estate planning is the process of arranging and organizing one's assets and affairs during their lifetime to ensure that they are transferred to the desired beneficiaries in an efficient manner after their passing.

Who is required to file proactive estate planning?

Individuals who want to ensure that their assets are distributed according to their wishes and minimize potential estate taxes may choose to engage in proactive estate planning.

How to fill out proactive estate planning?

Proactive estate planning typically involves working with a qualified estate planning attorney to create a comprehensive plan that includes wills, trusts, and other legal documents.

What is the purpose of proactive estate planning?

The purpose of proactive estate planning is to ensure that a person's assets are distributed according to their wishes, minimize estate taxes, provide for loved ones, and avoid probate court.

What information must be reported on proactive estate planning?

Information that must be reported on proactive estate planning includes a list of assets, beneficiaries, guardians for minor children, and instructions for distributing assets.

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