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Estate Planning Council of Cleveland 2019/2020 SPONSORSHIP OPPORTUNITIESEstate Planning Council of Cleveland 1120 Chester Ave., Ste. 470 Cleveland, OH 44114 Phone: 2166961228 Fax: 2166962582 Email:
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Gather all necessary financial information and documents.
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Individuals who have significant assets and want to ensure their assets are distributed according to their wishes.
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The Estate Planning Council is a professional organization that focuses on issues related to estate planning, including the coordination of legal, financial, and taxation aspects of estate administration.
Individuals involved in estate planning, such as attorneys, accountants, financial advisors, and estate planning professionals, are typically required to be members of or file with an estate planning council.
To fill out estate planning council forms, individuals must provide relevant personal and professional information, details about their practice, and any required documentation as specified by the council.
The purpose of the Estate Planning Council is to promote professional development, encourage best practices in estate planning, and facilitate networking among professionals in the field.
Required information typically includes the member's contact details, professional background, areas of expertise in estate planning, and any relevant credentials or designations.
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