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420 S. Glenda Avenue, West Covina, CA 91790Estate Planning 1Minute Survey Please take a minute to respond so that we can be more efficient in the fulfillment of our mission. Once completed, please
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Estate planning is the process of anticipating and arranging for the disposal of an estate during a person's life. It typically includes making a will, setting up trusts, designating beneficiaries, and planning for tax implications.
Individuals with significant assets, property, or wealth are typically required to file an estate plan.
To fill out an estate plan, one should consult with a lawyer specializing in estate planning to ensure all legal requirements and considerations are met.
The purpose of estate planning is to ensure that an individual's assets are distributed according to their wishes and that their loved ones are taken care of after their passing.
Information such as assets, liabilities, beneficiaries, and guardianship arrangements must be reported on estate planning documents.
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