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ESTATE PLANNING Toolkit and Your Estate: An Asset and Financial Assessment Here at the Aga Khan Foundation USA, we believe that planning for the future is essential, and we understand the importance

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How to fill out you and your estate

01

Gather all necessary personal information, including full name, date of birth, address, and contact information.

02

Include details about your assets such as savings accounts, real estate properties, investments, and personal belongings.

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Specify the beneficiaries who will inherit your assets and designate any specific instructions or conditions.

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Consult with a legal professional to ensure that your will is legally binding and properly executed.

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Update your will regularly to reflect any changes in your assets or personal circumstances.

Who needs you and your estate?

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

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Individuals with significant assets or complex family situations may benefit from creating a will and estate plan.

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What is you and your estate?

You and your estate refers to the individual and their assets at the time of their death.

Who is required to file you and your estate?

The executor or personal representative of the deceased individual is responsible for filing you and your estate.

How to fill out you and your estate?

You and your estate must be filled out by providing detailed information about the deceased individual's assets, debts, and beneficiaries.

What is the purpose of you and your estate?

The purpose of you and your estate is to determine the value of the deceased individual's estate for tax and inheritance purposes.

What information must be reported on you and your estate?

Information such as bank accounts, real estate, investments, debts, and beneficiaries must be reported on you and your estate.

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