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Land As Your Legacy WorksheetTurn your land into a legacy The forms you need to get a plan in place. Please return completed forms to LAYL@nationwide.com or fax to 18773511143. What's inside: Discovery

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What is financial and legacy planning?

Financial and legacy planning involves creating strategies to manage one's finances and assets during their lifetime and ensuring their goals and wishes are carried out after their passing.

Who is required to file financial and legacy planning?

Individuals who have assets and wish to ensure their financial affairs are in order are encouraged to engage in financial and legacy planning. It is not a legal requirement, but it is highly recommended.

How to fill out financial and legacy planning?

Financial and legacy planning can be filled out with the assistance of financial advisors, estate planners, and lawyers. It involves gathering information about one's assets, debts, goals, and wishes, and creating a plan to manage them effectively.

What is the purpose of financial and legacy planning?

The purpose of financial and legacy planning is to ensure that one's finances are managed effectively during their lifetime and that their assets are distributed according to their wishes after their passing. It can also help minimize estate taxes and ensure a smooth transfer of assets to beneficiaries.

What information must be reported on financial and legacy planning?

Information that may be reported on financial and legacy planning includes assets, debts, insurance policies, retirement accounts, wills, trusts, and beneficiary designations. It may also include information about one's financial goals and wishes for their assets.

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