Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on how you would like your estate affairs managed and assets distributed. This eBook explains the “what” and “why” of estate planning and outlines key strategies you can explore when building your estate plan. Download e-book
15 March, 2021 Estate planning
Estate Planning: First Steps
Over the years, I’ve had many clients who need help with their estate plans. For some, estate planning seems like something to do later in life, when it’s time to “put your affairs in order.” Nothing could be further from the truth.
Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them.