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Estate Planning 101 What You Need to Know About Estate Planning With a focus on Kansas and MissouriGreater Kansas City Federal Executive Board Retirement Planning Seminar Written and Presented by
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Estate planning 101 is a basic guide to understanding the process of creating a plan for your assets and belongings after you pass away.
Anyone who owns assets and wants to ensure they are distributed according to their wishes upon their death.
To fill out estate planning documents, you will need to gather information about your assets, beneficiaries, and wishes for distribution.
The purpose of estate planning is to ensure that your assets are distributed according to your wishes and to minimize confusion or disputes among your beneficiaries.
You must report details about your assets, beneficiaries, and any specific instructions or wishes you have for the distribution of your belongings.
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