Estate Planning Worksheet Pdf PERSONAL ESTATE PLANNING WORKSHEET PERSONAL AND FAMILY INFORMATION Name Please bring copies of current estate planning documents wills trusts durable
This information enables us to plan the estate to accomplish future goals and to save on taxes and administrative expenses This worksheet is intended for Notes Questions or Clarifications Thank you for completing this worksheet and for your interest in our estate planning services To return the completed
Estate Planning Worksheet Pdf
Estate Planning Worksheet Pdf
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Desire to get affairs in order and create a comprehensive plan to manage affairs in case of death or disability Providing for and protecting a spouse
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Estate Planning Worksheet Pdf
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Descriptive materials on any life insurance policies and employee benefit plans i e pension profit sharing IRA including copies of your beneficiary
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Providing for charities at the time of death Plan for the transfer and survival of a family business Avoiding or reducing your estate taxes Avoiding probate
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An estate planning checklist is a guide on how to plan an individual s Download PDF MS Word OpenDocument How to Create an Estate Plan 7 steps Choose
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This information enables us to plan the estate to accomplish future goals and to save on taxes and administrative expenses If all information on this worksheet
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This questionnaire is designed to help us determine what estate planning tools will best assist you to achieve your goals It captures the information needed to
This worksheet will help you organize the information your legal assistance attorney needs to advise you and prepare your estate plan Some individuals need The actual structure of your estate plan may involve many complex legal and tax issues not specifically addressed within this Estate Planning Worksheet You
ESTATE PLANNING WORKSHEET Please each complete both parts of this worksheet tailoring it to your personal documents If the information does not apply