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61st Annual NAEPCAdvanced Estate Planning Strategies ConferenceSPONSOR & EXHIBITOR PROSPECTUS October 20 24, 2024 Disneyland Resort Anaheim, CAJoinLEADERS in the ESTATE PLANNING COMMUNITY. Attention

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How to fill out estate planning council of

01

Gather all necessary information such as assets, liabilities, and beneficiaries.

02

Decide on the type of estate plan you need based on your individual circumstances

03

Consult with an estate planning attorney to help create your estate plan.

04

Review and update your estate plan regularly to ensure it reflects your current wishes.

Who needs estate planning council of?

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Individuals who want to ensure their assets are distributed according to their wishes

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Those who want to minimize estate taxes and avoid probate

03

Families with minor children who want to establish guardianship and provide for their care

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What is estate planning council of?

Estate planning council is a group of professionals, such as attorneys, accountants, financial planners, and insurance agents, who provide guidance and services related to estate planning.

Who is required to file estate planning council of?

Individuals or families who want to create an estate plan or make changes to an existing plan may seek out the services of an estate planning council.

How to fill out estate planning council of?

To fill out an estate planning council, individuals can schedule a meeting with the council members to discuss their goals, assets, and wishes for their estate.

What is the purpose of estate planning council of?

The purpose of an estate planning council is to help individuals create comprehensive estate plans that protect their assets, minimize taxes, and ensure their wishes are carried out.

What information must be reported on estate planning council of?

Information such as assets, beneficiaries, charitable giving preferences, healthcare directives, and guardianship plans may need to be reported on an estate planning council.

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