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PLANNING YOUR LEGACY GUIDE TO PLANNINGYOUR WILL AND TRUST2Table of Contents IntroductionPlanning Your Legacy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 The Shortest Day.
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How to fill out planning your legacy

01
Start by assessing your assets and liabilities.
02
Identify your goals and values to determine your wishes for your legacy.
03
Consider any potential impact on taxes and seek professional advice if necessary.
04
Create a will to document how you want your assets to be distributed.
05
Consider creating a trust for more complex estate planning needs.
06
Communicate your plans with your loved ones to ensure clarity and avoid conflicts after you're gone.
07
Regularly review and update your legacy planning as needed.

Who needs planning your legacy?

01
Anyone who wants to have control over how their assets are distributed after their passing.
02
Individuals with significant assets or complex family situations may benefit from planning their legacy to ensure their wishes are carried out.
03
Those who want to minimize the tax impact on their estate and provide for their loved ones in the most efficient way possible.
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Planning your legacy involves making decisions about how you want your assets to be distributed after your death.
Anyone who has assets that they want to leave to specific individuals or organizations in the event of their death is required to file planning their legacy.
To fill out planning your legacy, you will need to list all of your assets, specify who you want to inherit them, and designate a guardian for any minor children.
The purpose of planning your legacy is to ensure that your assets are distributed according to your wishes after your death.
Information that must be reported on planning your legacy includes a list of assets, beneficiaries, and guardianship arrangements for minor children.
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