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Estate Planning for Real Estate Using Valuation Discounts Presented by Catherine B. Ebert, Esq. Hodgson Russ LLP 7168481237 rebel hodgsonruss. Come York State Bar Association Trusts and Estates Law

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Gather all relevant information such as assets, liabilities, and beneficiaries.

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Consult an estate planning attorney to draft the necessary documents such as a will or trust.

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Name an executor or trustee who will be responsible for carrying out your wishes.

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What is estate planning for real?

Estate planning for real is the process of arranging for the transfer of an individual's assets to their heirs or beneficiaries upon their death.

Who is required to file estate planning for real?

Those who own real property and wish to designate how it should be distributed upon their death are required to file estate planning for real.

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Estate planning for real can be filled out with the assistance of an attorney specializing in estate planning or using online templates and resources.

What is the purpose of estate planning for real?

The purpose of estate planning for real is to ensure that an individual's real property is distributed according to their wishes upon their death.

What information must be reported on estate planning for real?

Information such as the names of beneficiaries, description of real property, and allocation of assets must be reported on estate planning for real.

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