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PAMPHLET #5 WHAT YOU SHOULD KNOW ABOUT YOUR ESTATE DOC

PAMPHLET #5 WHAT YOU SHOULD KNOW ABOUT YOUR ESTATE DOC 2025

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The document is a comprehensive guide from the Oakland County Probate Court that outlines essential information regarding estate management, including the importance of having a will, trust, and insurance policies. It provides a checklist for organizing personal and financial records to ensure proper handling of one's estate after death. The pamphlet emphasizes the need for regular review of estate documents and offers guidance on various aspects such as social security, pensions, bank accounts, and real estate.

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Click ‘Get Form’ to open it in the editor.
Begin with the 'YOUR ESTATE' section. Indicate whether your estate needs to be probated and ensure all property records are organized for easy access.
In the 'YOUR WILL' section, check if you have a will. Fill in the date it was signed and where it is stored. Provide details about your personal representative and lawyer.
Proceed to the 'TRUST' section. Indicate if you have a trust and provide the trustee's name and address.
Complete the 'LIFE INSURANCE' section by answering whether you have life insurance, listing companies, policy numbers, and any outstanding loans against policies.
Continue through sections on SOCIAL SECURITY, PENSION INFORMATION, FAMILY RECORDS, BANK RECORDS, U.S. SAVINGS BONDS, OTHER PERSONAL PROPERTY, SAFE DEPOSIT BOX, CEMETERY PLOT, REAL ESTATE, EMPLOYMENT INFORMATION, and OTHER MATTERS by filling in relevant information as prompted.

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What to do if you inherit 2 million dollars?

What to Do With an Inheritance: Before You Start Go Slow. Heres the deal: When a loved one dies, youre not thinking clearly enough to make major financial decisions. Honor Their Legacy. Build a Dream Team. Give some of it away. Pay off debt. Build your emergency fund. Invest for the future. Pay down your mortgage.

What is the most common inheritance mistake?

7 Common Inheritance Mistakes to Avoid Not Factoring in Potential Inheritance Taxes. Failing to Make a Budget. Spending Too Much. Not Paying Off Debts. Losing Other Income Sources. Not Saving Enough. Not Getting Expert Advice.

What is the 7 year rule for inheritance?

The 7 year rule No tax is due on any gifts you give if you live for 7 years after giving them - unless the gift is part of a trust. This is known as the 7 year rule.

What is the most common mistake humans make?

The 10 Most Common Mistakes in Life (and How to Fix Them) Avoiding the truth. Neglecting ourselves. Focusing on the negative. Thinking things will last forever. Going against our own grain. Not making enough time for loved ones. Seeking approval from others. Closing our mind to new ideas.

What is the biggest mistake with wills?

Top five mistakes when writing a Will Failing to have the Will witnessed correctly. All Wills need to be signed in the presence of two independent witnesses, who in turn must sign the document. Creating a DIY Will. Forgetting key assets. Not updating the Will after your circumstances change. Not writing one at all.