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Creating YourLegacy ofThroughLoveEstate PlanningYour Legacy of Love Can Give Hope and Inspiration to Others Estate planning is important for everyone, regardless of the size of your estate. By creating
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How to fill out planning an estate gift

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Begin by creating a list of all your assets, including real estate, investments, retirement accounts, and personal belongings.
02
Decide who you want to include as beneficiaries in your estate plan.
03
Consult with an estate planning attorney to draft a will or trust that outlines how you want your assets distributed.
04
Consider setting up a power of attorney to designate someone to make financial or medical decisions on your behalf if you become incapacitated.
05
Review and update your estate plan regularly to ensure it reflects your current wishes and circumstances.

Who needs planning an estate gift?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
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Individuals with significant assets or complex family situations may benefit the most from estate planning.
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Planning an estate gift involves organizing and structuring the distribution of your assets to beneficiaries after your death, typically through a will or trust.
Individuals who are making significant gifts or transferring assets as part of their estate planning are required to file estate gift tax forms.
To fill out planning an estate gift, you need to complete the appropriate gift tax return form, such as IRS Form 709, detailing the gifts made, their values, and the recipients.
The purpose of planning an estate gift is to ensure that assets are distributed according to your wishes, minimize tax liabilities, and provide for your loved ones.
Information that must be reported includes the value of the gifts, details about the recipients, the date of the gifts, and any applicable deductions or exclusions.
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