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Nicholson Financial Services, Inc. David S. Nicholson Financial Advisor 89 Access Road Ste. C Norwood, MA 02062 7812551101 8666681101 David nicholsonfs.com www.nicholsonfs.comEstate Planning Basics
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What is estate planning an introduction?
Estate planning is the process of arranging for the management and disposal of a person's estate during their life and after their death.
Who is required to file estate planning an introduction?
Anyone who wants to ensure their assets are distributed according to their wishes and to minimize estate taxes.
How to fill out estate planning an introduction?
Filling out an estate planning document typically involves identifying your assets, naming beneficiaries, appointing guardians for minors, and detailing your wishes for asset distribution.
What is the purpose of estate planning an introduction?
The purpose of estate planning is to ensure that your assets are distributed according to your wishes, minimize estate taxes, and provide for the care of your loved ones.
What information must be reported on estate planning an introduction?
Information such as a list of assets, beneficiaries, guardians for minors, and any specific requests for asset distribution.
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