Get the free Estate Planning Fundamentals 2017 - Kansas City Estate Planning...

Estate Planning Fundamentals 2017 Tuesday, October 17, 2017, UMC Pierson Auditorium, Canterbury Student Success Center, 5000 Holmes, Kansas City, Missouri 64110 This LIVE in person event is also available

How to fill out estate planning fundamentals 2017

How to fill out estate planning fundamentals 2017

1. Start by gathering all the necessary documents such as your will, trust documents, and power of attorney forms.
2. Review and update your personal and financial information including your assets, debts, and beneficiaries.
3. Determine your goals and priorities for your estate plan, such as providing for your loved ones, minimizing estate taxes, and planning for incapacity.
4. Consult with an estate planning attorney to discuss your specific needs and to help you create a comprehensive estate plan.
5. Discuss and designate beneficiaries for your assets, such as life insurance policies, retirement accounts, and investment portfolios.
6. Consider creating a trust to help manage and distribute your assets according to your wishes while avoiding probate.
7. Include provisions for incapacity planning, such as creating a durable power of attorney and healthcare directive.
8. Review and update your estate plan regularly, especially when significant life events occur, such as marriage, divorce, or the birth of a child.
9. Communicate your estate planning wishes to your loved ones and ensure they have copies of important documents.
10. Store your estate planning documents in a safe and accessible place, and consider providing copies to your attorney or trusted advisor.

Who needs estate planning fundamentals 2017?

1. Anyone who wants to protect their assets and ensure their wishes are carried out after their death.
2. Individuals with significant assets, complex financial situations, or blended families may require more advanced estate planning.
3. Parents with minor children should also have an estate plan in place to appoint guardians for their children and provide for their financial needs.
4. Additionally, individuals who want to minimize estate taxes and avoid the probate process can benefit from estate planning.

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What is estate planning fundamentals?

Estate planning fundamentals involve creating a plan for distributing your assets in the event of your death to ensure your wishes are carried out and to minimize estate taxes.

Who is required to file estate planning fundamentals?

Anyone with assets and property who wants to determine how they will be distributed after their death should create an estate plan.

How to fill out estate planning fundamentals?

To fill out estate planning fundamentals, you can consult with a legal professional to help you draft a will, set up trusts, and designate beneficiaries for your assets.

What is the purpose of estate planning fundamentals?

The purpose of estate planning fundamentals is to provide for the distribution of your assets according to your wishes, minimize estate taxes, and protect your loved ones.

What information must be reported on estate planning fundamentals?

Information such as a list of assets, beneficiaries, appointed guardians for minor children, and details of any trusts should be reported on estate planning fundamentals.