Estate Planning: 7 Things To Make Sure You Do - PowerPoint PPT Presentation
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Estate Planning: 7 Things To Make Sure You Do
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Like other strategies for the future, estate planning is crucial. Estate planning is made up of many parts which include wills and trusts also any other documents or information that will help beneficiaries carry out the requests of the benefactor. An estate plan is similar to a will but goes more in-depth. Passing away without an estate plan can drag your family into a long and expensive probate method to decide how assets should be distributed. To know more visit here – PowerPoint PPT presentation
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Title: Estate Planning: 7 Things To Make Sure You Do
1
Estate Planning 7 Things To Make Sure You Do
Like other strategies for the future, estate
planning is crucial. Estate planning is made up
of many parts which include wills and trusts also
any other documents or information that will
help beneficiaries carry out the requests of the
benefactor Create an Inventoried List of Assets
and Documents Understand Your States Estate Tax
Laws Write Funeral or Memorial Instructions
Account For Your Beneficiaries Designate a Power
of Attorney Make Your Wills and Trusts Review
the Plan Annually
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