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Celebrate Your Commitment With a Well-Crafted Estate Plan

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© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Melissa Villegas, CFP ® , EA Director of Gift Planning (817) 257-5033 | m.villegas@tcu.edu OFFICE OF GIFT PLANNING Texas Christian University TCU Box 297044 Fort Worth, Texas 76129 giftplanning.tcu.edu Your Next Step Consult an estate planning attorney to protect and provide for your family today and after your lifetime. • File your tax return and pay any taxes you might owe • Collect Social Security or other government benefits • Handle transactions with your financial institutions 4] A final arrangements document. This document clearly states your wishes regarding your final arrangements, including the type of ceremony or service you want and if you wish to be buried or cremated. While not legally binding, these instructions can provide relief and direction for your spouse or partner during a difficult time and can prove helpful if you anticipate other people in your life having strong opinions about how to lay you to rest. A Testament of Love When you create an estate plan, you indicate to everyone involved how your spouse or partner should be treated — especially when it comes to knowing about and honoring your wishes. All couples benefit from the security and peace of mind that come with documenting your future wishes.

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