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PLANNED GIVING PAGE 1 OF 2LEGACY AND ESTATE PLAN GIFTS Legacy gifts are donations from your estate transfer of cash, securities, or other property made through your estate plans. You can make a legacy
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How to fill out legacy and estate plan

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How to fill out legacy and estate plan

01
Start by creating a list of all your assets, including properties, investments, bank accounts, and valuable possessions.
02
Determine who you want to appoint as your beneficiaries. These can be your family members, friends, or charitable organizations.
03
Consider hiring an estate planning attorney who can guide you through the process and ensure all legal requirements are met.
04
Prepare a will to specify how your assets will be distributed after your death. Include details about who will manage your estate and handle any outstanding debts or claims.
05
Create a trust if you want to provide ongoing financial support for specific individuals or causes. A trust can also help minimize estate taxes and ensure privacy.
06
Designate a power of attorney who will make financial or healthcare decisions on your behalf if you become incapacitated.
07
Review and update your estate plan periodically to reflect any major life changes, such as marriage, divorce, or the birth of a child.

Who needs legacy and estate plan?

01
Anyone who wants to ensure their assets are distributed according to their wishes after death.
02
People with significant assets or complex financial situations.
03
Individuals who want to minimize estate taxes and protect their wealth.
04
Parents with minor children who want to appoint guardians and establish trust funds for their care.
05
Business owners who want to plan for the smooth transition of their company.
06
Individuals with specific charitable intentions.
07
Those who want to avoid probate and maintain privacy in the distribution of their estate.
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Legacy and estate plan is a legal document that dictates how a person's assets should be distributed upon their death, and may also include instructions for their care and management during their lifetime.
Individuals who have significant assets or property that they want to distribute in a specific way upon their death are typically required to file a legacy and estate plan.
To fill out a legacy and estate plan, an individual can seek the assistance of a lawyer or use online resources and templates to ensure that all necessary information is included.
The purpose of a legacy and estate plan is to ensure that a person's assets are distributed according to their wishes after their death, and to minimize estate taxes and other expenses.
Information that must be reported on a legacy and estate plan may include details about assets, beneficiaries, guardians for minors, and any specific instructions for distribution or management of assets.
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