Free Estate Planning EBook

 

Ready for immediate delivery.  View on PDF viewers.

 

 

I’m proud to announce that our first guide for creating your estate plan has been published as an EBook.  Even better. Its free.

This plain-English guide provides information into common documents used to create a plan, including:

  • Wills
  • Trusts
  • Powers of Attorney
  • Living Wills

It also explains how beneficiary designations impact distribution plans.  Real estate and taxes are also discussed.  One of the goals of the booklet is to remove the mystery and misconceptions surrounding this topic.

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