Оценка 4,7 (140) How to Create an Estate Plan (7 steps) · 1. Choose a Medical Agent · 2. Choose a Financial Agent · 3. Make a List of Assets · 4. Decide the Beneficiaries · 5. Choose ... California · Florida · Ohio · North Carolina

Plan for the transfer and survival of a family business. Avoiding or reducing your estate taxes. Avoiding probate. Reduce administration costs at time of your ...

Print or download personalized estate and health care forms, including a Last Will and Testament and Power of Attorney, in 5-10 minutes for free.

Download, print and complete our short estate planning information form by selecting from the appropriate form below.

Our FREE Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy.

If you are single, separated, or divorced: (a). Do you plan to marry in the near future? Give details: (b). Do you cohabit (live “common law”) with anyone now?

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Estate Planning Objectives. Please bring copies of current estate planning documents (wills, trusts, powers of attorney, living wills, health-care proxies ...

List the location of valuable documents. Your list might include deeds, car titles, military records, birth and marriage certificates, divorce decrees and ...