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Application for membership in a retirement savings plan Return to Capital Estate Planning Corporation 4222 97th Street NW, Edmonton, AB, T6E 5Z9 Phone 18006618755 or (780) 4636128 Fax: (780) 4627523

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Gather all necessary documents such as property deeds, financial statements, and insurance policies.

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Create a list of all your assets and liabilities.

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Who needs capital estate planning?

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Anyone who wants to ensure their assets are distributed according to their wishes after their death.

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Individuals with significant assets or complicated family situations may benefit greatly from capital estate planning.

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What is capital estate planning?

Capital estate planning involves the management and distribution of a person's assets and wealth after their death.

Who is required to file capital estate planning?

Individuals with a large estate or valuable assets are required to file capital estate planning.

How to fill out capital estate planning?

Capital estate planning can be filled out with the assistance of a financial advisor, lawyer, or estate planner.

What is the purpose of capital estate planning?

The purpose of capital estate planning is to ensure that assets are distributed according to the individual's wishes and to minimize taxes and fees.

What information must be reported on capital estate planning?

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

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