You should know that there is an easy and effective path for you.
Every year, thousands of people like you spend time thinking about whether they need a will or not. It’s something you know you should do, but you never seem to get around to it. You might even be surprised how many of your neighbors have gone through exactly what you are dealing with right now
This report is adapted from a series of talks that my friend Tony and I gave about financial planning and estate planning. You'll learn about:
- Some basic principles of Estate Planning
- Guardianship of your children
- Do you need a Trust?
- What is a Power of Attorney?
- Creative ways grandparents can help their grandchildren
- Health Savings Account Financial Planning
- The importance of your beneficiary designations
- Real Estate planning ideas
- What happens to your social media accounts after you die
- Documents you shouldn't buy online from a form website
- A bonus discussion on Temporary Guardianship Designations
- ... and MUCH MORE!
The audience was just like you, interested in learning more about both the financial planning and legal documents that go into an estate plan. We wanted to show them (and now you in this report) that the process is not daunting or intimidating.
How to Get Your Free Download:
To access this free report, fill in your name and your email address. You will receive an email with your free download shortly after submitting your request.
100% Secure. We Never Spam Your Email.