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Get the free Interview with estate planner, Jim Kibble

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Estate Readiness Survey Your Name ___Jim Kibble BBA, CPA, CA, TEP, Resurvey Date ___jim@kibblefamily.com 2266002984 What is your current will status? I have one will per person I have two or more
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How to fill out interview with estate planner

01
Make sure you have all your important documents handy, such as wills, trusts, deeds, and insurance policies.
02
Think about your assets and liabilities, including property, investments, and debts.
03
Consider your beneficiaries and how you would like your assets to be distributed after your passing.
04
Prepare a list of questions and concerns you may have for the estate planner.
05
Schedule a meeting with the estate planner and bring all necessary documentation with you.

Who needs interview with estate planner?

01
Anyone who wants to ensure that their assets are distributed according to their wishes after their passing.
02
Individuals with complex financial situations or large estates who may benefit from tax planning strategies.
03
Those who have minor children and want to appoint guardians and set up trusts for their care.
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An interview with an estate planner is a meeting where individuals discuss their financial situation, assets, and future wishes regarding the distribution of their estate after death.
Individuals who wish to create or update their estate plans, especially those with considerable assets or complex family situations, are encouraged to have an interview with an estate planner.
To prepare for an interview with an estate planner, gather necessary financial documents, list your assets and debts, and outline your wishes for asset distribution. During the meeting, provide this information to the estate planner.
The purpose of the interview is to create a comprehensive estate plan that reflects the individual's wishes, ensures legal compliance, and provides strategies for minimizing taxes and managing assets.
Individuals must report information such as their assets, liabilities, family details, beneficiaries, and specific wishes regarding their estate, trust, or guardianship matters.
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2015 jimkibblefamily 1st bbacpacatepcea bba cpa tep cea ontarios unincorporated 2nd kitchener executors residing homemaker beneficiaries shareholder widowed executor ontario kibble newer likelihood readiness resembles subsequent consultation solutions occ

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