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Estate Planning Checkup
Consider the following when thinking about your estate. Use these questions to help you evaluate where you are in the estate planning process. Have

Estate Planning Definitions
Annual Gift Tax Exclusion The amount of money that one person can transfer to another during a calendar year without being required to file

Definitions for Incapacity Planning
Conservatorships/Guardianships A court-supervised proceeding to name an individual or entity to manage the affairs and assets of an incapacitated person. In incapacity planning, this




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