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SEPTEMBER 2022 ESTATE PLANNING BOOT CAMP FRIDAY, SEPTEMBER 16, 2022 (virtual event)SAVE THE DATE! November 17, 2022, Annual Lunch! Details to be announced soon! This workshop will focus on the basics

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How to fill out estate planning boot camp

01

Start by gathering all your financial documents, such as bank statements, retirement account information, insurance policies, and property titles.

02

Make a list of your assets and liabilities to assess your net worth.

03

Consider your goals and wishes for passing on your estate, including who you want to inherit your assets and who you want to appoint as guardians for your minor children.

04

Consult with an estate planning attorney to create essential documents like a will, power of attorney, and healthcare directive.

05

Review and update your estate plan regularly, especially after major life events like marriage, divorce, or the birth of a child.

Who needs estate planning boot camp?

01

Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.

02

Those who have minor children and want to designate guardians in case of their untimely death.

03

Individuals with significant assets or complex family situations that require careful planning to minimize taxes and avoid conflicts among beneficiaries.

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What is estate planning boot camp?

Estate planning boot camp is a workshop or seminar that educates individuals on how to plan their estate and prepare for the future.

Who is required to file estate planning boot camp?

Individuals who wish to learn about estate planning and ensure their assets are distributed according to their wishes may attend estate planning boot camp.

How to fill out estate planning boot camp?

Attendees can fill out estate planning boot camp by registering for the workshop or seminar and actively participating in the learning activities.

What is the purpose of estate planning boot camp?

The purpose of estate planning boot camp is to educate individuals on the importance of estate planning, provide guidance on how to create an effective estate plan, and help individuals prepare for the future.

What information must be reported on estate planning boot camp?

Information reported on estate planning boot camp may include personal financial information, details on assets and liabilities, and preferences for the distribution of assets.

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