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AGLOW OFFICES OF ALBERT GOODWIN ELDER LAW ESTATE PLANNING SPECIAL NEEDS PLANNINGMEDICARE QUESTIONNAIRE (SINGLE or MARRIED, EACH SPOUSE TO COMPLETE A SEPARATE FORM) This form is extremely important.
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How to fill out what is estate planning

01
Determine your goals and objectives for your estate plan.
02
Inventory all of your assets, including property, investments, and personal belongings.
03
Decide who you want to inherit your assets and how you want them to be distributed.
04
Choose an executor to oversee the distribution of your assets after your passing.
05
Consider setting up trusts to provide for minor children or beneficiaries with special needs.
06
Consult with an estate planning attorney to draft your will and any necessary legal documents.
07
Review and update your estate plan regularly as your circumstances change.

Who needs what is estate planning?

01
Anyone who wants to ensure that their assets are distributed according to their wishes after they pass away.
02
Individuals with minor children who want to designate guardians and provide for their care.
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People with significant assets who want to minimize estate taxes and avoid probate.
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Estate planning is the process of organizing and arranging for the management and distribution of a person's assets and affairs after their death or incapacitation.
Anyone with significant assets, dependents, or specific wishes for the distribution of their property should consider filing estate planning documents.
Filling out estate planning documents typically involves listing your assets, selecting beneficiaries, appointing an executor or power of attorney, and possibly working with an attorney to ensure compliance with state laws.
The purpose of estate planning is to ensure that an individual's wishes regarding their assets and healthcare decisions are honored, minimize estate taxes, and provide for dependents.
Information included in estate planning may consist of asset descriptions, the names of beneficiaries, designated guardians for minors, and instructions for managing assets if one becomes incapacitated.
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