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Forever Lewis FALL 2016 Gift and Estate Planning Ideas for Alumni and Friends of Lewis University Ken Deena: Lewis is in my blood. Growing up on Airport Road in Romeoville meant that Lewis University
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How to fill out gift and estate planning

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Start by identifying your assets and determining their value. This includes everything you own, such as properties, investments, savings accounts, and personal belongings.
02
Consider your beneficiaries and their specific needs. Determine who you want to leave your assets to and how you want them to be distributed.
03
Consult with an attorney or estate planner to understand the legal requirements and options available to you. They can help you draft a will or create a trust to ensure your wishes are properly documented and executed.
04
Determine if you need to establish a power of attorney or designate a healthcare proxy. This allows someone else to make decisions on your behalf in case you become incapacitated or unable to make decisions.
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Review and update your plan regularly. Life circumstances can change, and it's important to ensure your gift and estate plan reflects your current situation and desires.

Who needs gift and estate planning?

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Anyone who owns assets and wants to have control over how those assets are distributed after their death.
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Individuals who have specific wishes for how their assets should be used or managed by their beneficiaries.
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People with dependents who need to ensure their financial security and wellbeing in the event of their death.
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High-net-worth individuals who may face estate taxes and want to minimize the tax burden on their beneficiaries.
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Business owners who want to ensure a smooth transition of ownership and management of their company.
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Elderly individuals who want to plan for long-term care and protect their assets.
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Gift and estate planning is the process of arranging for the transfer of assets to others while minimizing potential taxes and expenses.
Individuals with significant assets or estates may be required to file gift and estate planning.
Gift and estate planning forms can typically be filled out with the assistance of a qualified estate planning attorney or accountant.
The purpose of gift and estate planning is to ensure that assets are transferred in an efficient and tax-effective manner.
Gift and estate planning forms typically require information about assets, beneficiaries, and potential tax implications.
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