File name: Estate Planning Guide Pdf
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Online Resources · Become A Member · Daily Alerts · Bankruptcy ProfessionalsTypes: Bankruptcy Education, Conferences And inars, Continuing Education. Caregiver Resources · Quality Long-Term Care · Advocacy ServicesCategories: Stories · Caregiving · News · Cameras in Nursing Homes. Learn how to create an estate plan that reflects your goals and objectives. This guide covers the basics of estate planning, such as sizing up your estate, understanding taxes, and choosing documents and designs. See more. extremely wealthy, estate planning is a critical component of everyone’s overall financial plan. Planning ahead allows you to make your wishes clear regarding who will inherit your assets and under what circumstances. In this guide, we’ll outline the basics of estate planning so you can come away with a more focused picture of. estate planning process and address the main elements of an estate plan. Since some of the issues addressed in this publication vary among provinces and territories, this guide is only intended as a general reference. Your personal estate plan should be prepared with the assistance of professionals such as an estate lawyer (or notary in the. support is here to help guide you every step of the way. In this guide, we’ll cover: • What an Estate Plan includes (page 2) • Information that will be needed to complete an Estate Plan (pages ) • Other important estate planning terminology and definitions (pages ) What you WON’T need: Account numbers Social security numbers.