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Nassau
Estate Planning Questionnaire

Nassau New York Estate Planning Questionnaire

Category:

Wills - Estate Planning

State:

Multi-State

County:

Nassau

Control #:

US-Q1014

Format:

Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in an estate planning matter, such as wills, trusts, healthcare documents, deeds, and more. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.

This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.

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FAQ

What are the Basic Elements of an Estate Planat Any Age? Last Will & Testament. Your Will governs the distribution of assets which are solely in your name, through the legal process known as probate.Durable Power of Attorney.Advance Health Care Directive.

An estate planning checklist is a guide on how to plan an individual's assets and end-of-life health care if they should die or become incapacitated. By following the checklist, an individual can get an idea of the estate laws in their State and choose which forms suit their personal financial situation best.

Seven steps to basic estate planning Inventory your stuff. Account for your family's needs. Establish your directives. Review your beneficiaries. Note your state's estate tax laws. Weigh the value of professional help. Plan to reassess.

You owe it to yourself and your family to plan for the distribution of your assets upon your death.... Estate planning overview.Financial planning.Taxes and estate planning.Wills and estate planning.Executors.Guardians.Trusts and estate planning.

You might not think this is relevant to estate planning....Thinking about the following issues in advance can help you prepare for a meeting about your estate plan. Who will raise your children if both parents die?What if you all die in a common disaster?Are there any other descendants you haven't yet mentioned?

Common questions about estate planning What makes up my estate?Who needs estate planning?What makes up a well-designed estate plan?If I have a living trust, do I still need a will?What is probate?Is probate a concern only for those with large estates?What is a trust?What Is a Revocable Living Trust?

The Estate Planning Must-Haves Will/trust. Durable power of attorney. Beneficiary designations. Letter of intent. Healthcare power of attorney. Guardianship designations.

Itemize Your Inventory.Follow With Non-Physical Assets.Assemble a List of Debts.Make a Memberships List.Make Copies of Your Lists.Review Your Retirement Accounts.Update Your Insurance.Assign Transfer on Death Designations.

Estate planning checklist Last will and testament.Revocable living trust.Beneficiary designations.Advance healthcare directive (AHCD) / living will.Financial power of attorney (POA)Insurance policies and financial information.Proof of identity documents.Titles and property deeds.

Estate planning in simple terms refers to the passing assets / investments down from one generation to another. You decide how much of your estate be it property(s), car(s), personal accolades, financial investments, etc. you want to pass on to whom and how, after your demise.

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