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PLANNING YOUR WILL Legacy Planning To Benefit Memorial Sloan Kettering Cancer Center Office of Planned Giving 633 Third Avenue, 12th Floor New York, NY 10017 8006881827 planned giving MSC.org www.mskcc.org
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How to fill out legacy planning
How to fill out legacy planning:
01
Start by identifying your goals and objectives for your legacy. Determine what you want to pass on to future generations and how you want to be remembered.
02
Take inventory of your assets, including property, investments, savings, and insurance policies. This will help you determine what you have to distribute and how it should be divided.
03
Consider working with an estate planning attorney or financial advisor who specializes in legacy planning. They can provide guidance and help you navigate the legal and financial aspects of the process.
04
Determine who your beneficiaries will be, such as family members, friends, or charitable organizations. It's important to think about how your assets should be distributed and who should be included.
05
Create a will or trust document that outlines your wishes for your assets and how they should be distributed. This will ensure that your wishes are legally binding and followed after your passing.
06
Consider incorporating charitable giving into your legacy planning. This can involve setting up a charitable foundation, donating assets, or leaving a bequest in your will.
07
Review and update your legacy plan regularly. Life circumstances can change, so it's important to revisit your plan periodically to make sure it reflects your current wishes and circumstances.
Who needs legacy planning:
01
Individuals who want to ensure that their assets are distributed according to their wishes after their passing.
02
Those who want to have control over how their legacy is remembered and how their wealth is used.
03
People who have significant assets or complex financial situations, as legacy planning can help minimize taxes and ensure a smooth transition for their beneficiaries.
04
Parents who want to provide for their children's future education, healthcare, or other needs.
05
Individuals who want to make a positive impact on society through charitable giving or philanthropy.
06
Business owners who want to have a succession plan in place to ensure the smooth continuation of their business after they are gone.
07
Aging individuals who want to ensure that their healthcare and long-term care needs are taken care of and that their wishes regarding end-of-life care are respected.
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What is legacy planning?
Legacy planning is the process of preparing for the transfer of wealth, assets, and values to future generations.
Who is required to file legacy planning?
Individuals with significant assets or estates are typically required to file legacy planning.
How to fill out legacy planning?
Legacy planning is typically completed with the assistance of financial advisors, estate planning attorneys, and tax professionals.
What is the purpose of legacy planning?
The purpose of legacy planning is to ensure that assets are transferred smoothly and tax-efficiently to beneficiaries.
What information must be reported on legacy planning?
Legacy planning typically includes details of assets, beneficiaries, estate taxes, wills, and any trusts.
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