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Estate Planning for Everyone BUCKET tools and resources EY Navigate Planner Line (EPL) 1.877.927.1047 Call Monday Friday; 9 AM 8 PM ET Unbiased confidential financial guidance at no cost to you
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How to fill out estate planning for everyone

01
Gather all necessary documents such as wills, trusts, power of attorney, and healthcare directives.
02
List all assets and liabilities including bank accounts, investments, real estate, and debts.
03
Designate beneficiaries for each asset and specify any specific instructions.
04
Select an executor to handle distribution of assets and a guardian for any minor children.
05
Consult with an estate planning attorney to ensure all documents are legally binding.
06
Review and update estate plan regularly as needed.

Who needs estate planning for everyone?

01
Everyone can benefit from estate planning to ensure their assets are distributed according to their wishes.
02
Individuals with significant assets or complex family situations may especially benefit from estate planning to avoid disputes and minimize taxes.
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Estate planning for everyone is the process of arranging for the management and disposal of a person's estate during their life and upon their death.
Everyone who owns assets and wants to ensure their estate is handled according to their wishes may benefit from estate planning. It is recommended for individuals of all ages and income levels.
Estate planning can be done with the help of a lawyer specializing in estate planning. It typically involves creating a will, establishing trusts, designating beneficiaries, and naming an executor.
The purpose of estate planning is to ensure that assets are distributed according to the individual's wishes, minimize taxes, avoid probate, and provide for the care of loved ones.
Information that must be reported on estate planning may include assets, debts, beneficiaries, healthcare directives, and guardianship arrangements for minor children.
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