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G LE! TIN C RA OF EX S EL R C EA Y 5050 TH Annual MidwestMidsouthESTATE PLANNING INSTITUTE August 3 & 4, 2023Embassy Suites by Hilton (Lexington/UK Cold stream) Lexington, Kentucky 13 Hours of CLE

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How to fill out estate planning institute

01

Gather all relevant financial documents such as wills, trusts, bank statements, and insurance policies.

02

Create a list of all your assets and liabilities.

03

Decide who you want to inherit your assets and appoint beneficiaries.

04

Assign an executor to manage your estate after you pass away.

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Consider setting up trusts for minors or individuals with special needs.

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Consult with a lawyer or financial advisor to ensure all legal requirements are met.

Who needs estate planning institute?

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Individuals who have significant assets or complex financial situations.

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Parents with minor children who want to ensure their well-being after they pass away.

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Individuals with specific wishes for how their assets should be distributed or managed.

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What is estate planning institute?

Estate planning institute is a training organization that provides education and resources on estate planning techniques and strategies.

Who is required to file estate planning institute?

Individuals who are involved in estate planning or wish to learn more about estate planning are encouraged to attend courses or programs offered by the institute.

How to fill out estate planning institute?

To enroll in estate planning institute courses, interested individuals can visit the institute's website or contact their office for registration information.

What is the purpose of estate planning institute?

The purpose of estate planning institute is to educate individuals on how to effectively plan their estates, protect their assets, and ensure their wishes are carried out after their passing.

What information must be reported on estate planning institute?

Participants in estate planning institute courses may be required to provide personal information for registration purposes, as well as information about their assets and estate planning goals.

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