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2012 Annual Estate Planning Retreat June 7-9, 2012 Beaver Run Resort Breckenridge, Colorado Sponsorship Opportunities Please contact Monica Antilles at (303) 824-5356 or mantillas cobra.org 2012 Annual
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Gather all necessary financial and personal information, including assets, debts, insurance policies, wills, and trusts.
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Communicate your wishes and decisions to your loved ones and trusted individuals who may be involved in the estate planning process.

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Annual estate planning retreat refers to a gathering or conference where individuals or families meet to discuss and strategize their long-term financial and estate planning goals.
There is no formal filing requirement for an annual estate planning retreat. It is a voluntary activity undertaken by individuals or families to actively work on their estate planning strategies.
There is no specific form or document to fill out for an annual estate planning retreat. It is an informal gathering where participants discuss and plan their estate planning goals and strategies.
The purpose of an annual estate planning retreat is to facilitate productive discussions among participants and to develop or review strategies that can help preserve and transfer wealth efficiently, protect assets, minimize taxes, and ensure that the individual's or family's estate planning goals are met.
There is no specific information that needs to be reported on an annual estate planning retreat since it is an informal gathering for planning purposes only.
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