Unformatted text preview: Y Any business agreements, including any debts owed you? Y All checking, savings, and brokerage account numbers, along with the location of those accounts? Y The name of your accountant? Y Your last year’s income tax return? Y The name of past employers, along with any pension or retirement benefits information? You should also 1. Calculate the size of your estate. 2. Estimate how much of your estate would be lost to taxes if you died. 3. Know who the executor of your will is and who your beneficiaries are. 4. Select a guardian for your children if they are under 18. ESTATE PLANNING WORKSHEET...
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- Spring '11
- Nutrition, Taxation in the United States, attorney