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Legacy Planning Playbook Financial Professional\'s Guide to Engaging The Next GenerationUnited Wealth Advisors Group, But First, Why? Are you aware that your best clients and beneficiaries are unlikely

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How to fill out smartassetcomestate-planninglegacy-planningwhat is legacy planning

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Individuals who want to ensure that their assets are transferred according to their wishes after they pass away

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Anyone looking to create a plan for how their wealth and possessions will be distributed upon their death

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What is legacy planning?

Legacy planning is the process of preparing for the transfer of wealth and assets to future generations.

Who is required to file smartassetcomestate-planninglegacy-planningwhat is legacy planning?

Individuals who have assets and wealth that they want to pass on to heirs or beneficiaries are required to file for legacy planning.

How to fill out smartassetcomestate-planninglegacy-planningwhat is legacy planning?

Legacy planning involves creating a will, setting up trusts, and designating beneficiaries for various assets.

What is the purpose of smartassetcomestate-planninglegacy-planningwhat is legacy planning?

The purpose of legacy planning is to ensure that assets are transferred according to the individual's wishes and minimize tax implications for heirs.

What information must be reported on smartassetcomestate-planninglegacy-planningwhat is legacy planning?

Information such as details of assets, beneficiaries, and instructions for asset distribution must be reported in legacy planning.

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