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TRUST AND ESTATE PLANNING WITH LIFE INSURANCE First Run Broadcast: September 7, 2017 1:00 p.m. E.T./12:00 p.m. C.T./11:00 a.m. M.T./10:00 a.m. P.T. (60 minutes) Life insurance trusts are platforms
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How to fill out trust and estate planning

01
Gather all necessary information about assets, property, and beneficiaries.
02
Determine the goals and objectives of the trust and estate plan.
03
Consult with a qualified attorney or estate planning professional.
04
Discuss and review various options for trust and estate planning strategies.
05
Create a comprehensive plan that includes wills, trusts, powers of attorney, and advanced healthcare directives.
06
Identify and appoint a trustee and executor.
07
Fund the trust by transferring ownership of assets into the trust.
08
Review and update the trust and estate plan periodically.
09
Communicate the plan to family members and beneficiaries.
10
Ensure that the trust and estate plan complies with all applicable laws and regulations.

Who needs trust and estate planning?

01
Individuals with significant assets or property to protect and distribute.
02
Parents with minor children who want to ensure their welfare and financial security.
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Individuals with specific wishes for the management and distribution of their assets after death.
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Business owners who want to plan for the succession of their business.
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Individuals wanting to minimize estate taxes and maximize the value of their assets for their heirs.
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Individuals with blended families or complex family dynamics.
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Individuals with charitable goals or philanthropic intentions.
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Individuals concerned about incapacity or disability planning.
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Individuals who want to avoid probate and maintain privacy.
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Individuals who want to leave a lasting legacy and protect their assets for future generations.
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Trust and estate planning involves creating a plan for the distribution of assets and wealth after someone passes away and ensuring that their wishes are carried out.
The executor or personal representative of the trust or estate is typically responsible for filing the trust and estate planning documents.
Trust and estate planning documents must be completed carefully and accurately, with the assistance of a lawyer or financial planner if necessary.
The purpose of trust and estate planning is to ensure that assets are distributed according to the wishes of the deceased and to minimize taxes and fees.
Trust and estate planning documents typically include information about assets, debts, beneficiaries, and any specific instructions for distribution.
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