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We can help you get your estate planning ducks in a row. Your estate is all
the money and property you own. An estate plan is a set of legal documents
outlining how your assets will be distributed after you pass. Estate
planning is not just for the wealthy. With even a simple plan, you can
protect your family and leave a legacy. However, many people never make
this plan. Only 36% of Americans have an estate plan, and of those, 20%
have not updated their plan in the last five years.
When you start to create or update your estate plans, you will find way to:
Creating your estate plan provides:
Our FREE Estate Planning Workbook is a fill-in-the-blank
booklet that can help you organize your information. An estate planning
attorney will need this same information when creating a will and trust.
The workbook includes descriptions of some of the ways you can include the
causes you care about, like United Way, in your estate plans.
We are offering this guide as our gift to you because we believe it will
help you create a successful and satisfying future.
To request your FREE Estate Planning Workbook, please enter your name and email address and any comments or questions. There are ways to receive the workbook:
