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HUSBAND AND WIFE ESTATE PLANNING QUESTIONNAIRE PLEASE PRINT LEGIBLY HUSBANDS FULL NAME: U.S. Citizen? ___ WIFE FULL NAME: U.S. Citizen? PREPARING REVOCABLE LIVING TRUST OR WILLS? ___ ADDRESS: STREET:

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To fill out morrisonlawplccomestate-planning-for-survivingestate planning for surviving, follow these steps:

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Create a will or trust that clearly outlines how your assets should be distributed after your death.

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Designate beneficiaries for your retirement accounts, life insurance policies, and other assets that allow for beneficiary designations.

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Consider establishing a power of attorney and healthcare directive to ensure your wishes are respected if you become incapacitated.

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Share your estate plan and its location with your loved ones and trusted advisors to ensure it can be implemented smoothly when needed.

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What is morrisonlawplccomestate-planning-for-survivingestate planning for surviving?

Estate planning for surviving involves developing a plan for the distribution of assets and property after the death of an individual.

Who is required to file morrisonlawplccomestate-planning-for-survivingestate planning for surviving?

Individuals who want to ensure their assets are distributed according to their wishes are required to file estate planning documents.

How to fill out morrisonlawplccomestate-planning-for-survivingestate planning for surviving?

To fill out estate planning documents, individuals need to gather information about their assets, debts, beneficiaries, and wishes for distribution.

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The purpose of estate planning for surviving is to provide guidance on asset distribution and avoid conflicts among family members.

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Information such as assets, debts, beneficiaries, and wishes for distribution must be reported on estate planning documents.

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