Get the free Basic Estate Planning 2018 - Oregon State Bar

Online Alewife Cycle of a NonprofitPart I 1.5 General CLE creditsFrom the Oregon State Bar CLE seminar Nonprofit Formation and Operations: A Primer, presented on September 28, 2018 2018 Penny Terrier,

How to fill out basic estate planning 2018

How to fill out basic estate planning 2018

1. Gather important documents such as property deeds, financial statements, and insurance policies
2. Create a will stating how you want your assets to be distributed after your death
3. Appoint an executor to carry out your wishes and manage your estate
4. Consider creating a trust to protect assets and avoid probate
5. Designate beneficiaries for retirement accounts and life insurance policies
6. Draft a power of attorney to appoint someone to make financial decisions for you if you become incapacitated
7. Create a healthcare directive to specify your medical wishes in case you are unable to communicate
8. Consult with an attorney specializing in estate planning to ensure all your documents are valid and comply with the law

Who needs basic estate planning 2018?

1. Anyone who wants to ensure their assets are distributed according to their wishes
2. Individuals with significant assets or complex financial situations
3. Parents with minor children who want to designate a guardian
4. Individuals who want to minimize estate taxes
5. People with specific healthcare preferences in case of incapacitation

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What is basic estate planning?

Basic estate planning involves creating legal documents such as a will, trust, power of attorney, and advance directive to help manage and distribute your assets after you pass away.

Who is required to file basic estate planning?

Anyone who wants to ensure their assets are distributed according to their wishes and minimize potential legal issues for their heirs should consider basic estate planning.

How to fill out basic estate planning?

You can fill out basic estate planning documents with the help of an attorney specializing in estate planning, or by using online resources and templates to create your own legal documents.

What is the purpose of basic estate planning?

The purpose of basic estate planning is to ensure that your assets are distributed according to your wishes, minimize estate taxes, avoid probate, and simplify the process for your loved ones after you pass away.

What information must be reported on basic estate planning?

Basic estate planning typically requires information on your assets, beneficiaries, appointed agents or executors, and instructions for how you want your assets to be distributed.