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Statement of income from trust Trustees may use this form to tell the beneficiary about their income payments or entitlement from the trust. Do not include any income shown on this form on form R185(Settler)
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Gather all essential documents such as wills, trusts, and property deeds.
02
Compile a list of all your assets and liabilities.
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Decide on beneficiaries for your assets.
04
Appoint an executor to handle your estate.
05
Consider setting up a power of attorney and healthcare directive.
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Review and update your estate planning documents regularly.
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Consult with a legal professional to ensure all documents are legally binding.

Who needs your estate planning may?

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Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
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Those who want to minimize estate taxes and avoid probate court.
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Individuals with minor children who need to designate guardianship.
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Your estate planning may refer to the process of organizing and managing assets to be distributed according to your wishes after your death.
Typically, individuals with assets or dependents are required to file estate planning documents.
Fill out your estate planning by listing your assets, naming beneficiaries, appointing an executor, and possibly consulting a legal professional.
The purpose of estate planning is to ensure your assets are distributed according to your wishes and to minimize taxes and legal complications.
You must report information such as your assets, liabilities, beneficiaries, and any specific wishes regarding your estate.
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