Estate Planning

An estate plan is a detailed set of instructions that clearly spell out how assets should be managed during life and distributed at death.

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Estate Planning Today

This e-book discusses the challenges of estate planning, steps to plan effectively, information about wills and revocable living trusts, and the rewards of estate planning. Click here to download!

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Estate Planning

This e-book discusses the basics of estate planning, reasons why it is important, and effective strategies. Click here to download!

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Plan Now, Give Later - Flexible Plans That Make a Difference

This e-book discusses several ideas you can use to start planning your estate gift now. Click here to download!