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What are the essentials of estate planning?

An estate plan is a collection of documents and includes a will, guardianship designations, healthcare power of attorney, beneficiary designations, durable power of attorney, and a personal letter of intent, outlining your wishes, should you die or become incapacitated.

What is estate planning in India?

Estate planning, in simple terms, is managing, preserving and distributing of a persons movable and immovable assets (financial and non-financial assets) after the persons demise to his loved ones. A good estate plan will ensure that this transition is a smooth one and the familys needs are taken can care of.

What are the 7 steps in the estate planning process?

Get a head-start on planning and follow these 7 easy steps: Take Inventory of Your Estate. First, narrow down what belongs to you. Set a Will in Place. Form a Trust. Consider Your Healthcare Options. Opt for Life Insurance. Store All Important Documents in One Place. Hire an Attorney from Angermeier Rogers.

What are the estate planning principles?

Estate planning can be explained through three guiding principles: minimize estate and income tax consequences; avoid probate; and provide asset pro- tection for beneficiaries.

What are the objectives of estate planning?

The goals of estate planning traditionally have been to provide for the orderly transfer of wealth to younger family members in ance with the wishes of older family members; to avoid unnecessary transfer taxes, including gift taxes, estate taxes, and generation- skipping transfer taxes; to reduce income taxes;

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