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YOUR CHARITABLE BEQUEST Your charitable bequest is a most important type of gift for Edgewood Center for Children and Families. When received, your bequest will be acknowledged as a gift that helps

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How to fill out bequests and estate plan

01

Identify and list all assets and liabilities

02

Decide who you want to leave your assets to

03

Determine what assets each person will receive

04

Consider any specific instructions or conditions you want to include in the bequests

05

Consult with a lawyer or estate planner to draft the necessary legal documents

06

Review and update your bequests and estate plan regularly

Who needs bequests and estate plan?

01

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

02

Individuals with significant assets or family members that they want to provide for

03

Those who want to minimize the potential for family disputes or legal challenges after their passing

04

People who want to leave a legacy or support charitable causes through their estate

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What is bequests and estate plan?

Bequests and estate planning involve the process of determining how an individual's assets will be distributed upon their death.

Who is required to file bequests and estate plan?

Those individuals who have assets to be distributed upon their death are required to file bequests and estate plans.

How to fill out bequests and estate plan?

Bequests and estate plans can be filled out with the assistance of a legal professional who specializes in estate planning.

What is the purpose of bequests and estate plan?

The purpose of bequests and estate plans is to ensure that an individual's assets are distributed according to their wishes and to minimize estate taxes.

What information must be reported on bequests and estate plan?

Information such as details of assets, beneficiaries, and any specific instructions for distribution must be reported on bequests and estate plans.

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