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Your Practice Maureen E. Hansen, CLUE state planning for the second time around By Maureen E. Hansen, CLU, Financial Consultant, SVA Planners, Inc., Registered Investment AdvisorThinking about tying

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What is estate planning for form?

Estate planning form is a legal document that outlines a person's wishes and instructions for the distribution of their assets and wealth after their death.

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Individuals with significant assets and property are typically required to file an estate planning form.

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The purpose of the estate planning form is to ensure that an individual's assets are distributed according to their wishes and to minimize estate taxes.

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Information such as assets, liabilities, beneficiaries, and instructions for distribution must be reported on the estate planning form.

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