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Offers
- Estate Planning Secrets of the Affluent Book Available
- The Secrets to Using Letters and Memos in Your Plan
- 7 Estate Planning Mistakes to Avoid
- Saving For A Child Or Grandchild’s College Education - It’s More Complicated Than It Should Be So Start Now & Get The Pros and Cons You Need To Know Here and Now
- Have A Living Trust and/or A Trust Under Your Will? Get The Best Client Discount For The Ultimate Trustee and Successor Trustee Manual. Better Yet? We Will Buy You A Copy When You Book A Family Meeting To Review Your Trust or Will Planning With Your Spouse and Heirs
- Beneficiary Designations And Your Estate Plan
- In this series of videos you'll learn the answers to the most Frequently Asked Questions about Estate Planning posed by our smartest and savviest clients!
- Enhanced Estate Planning For New Mothers: Frequently Asked Questions (FAQs) and the “Should Ask Questions” (SAQs) that new moms need to know about estate planning, wills, and trusts.
- Enhanced Estate Planning 2024 Edition - Why a Simple Will or Trust May Not Be the Best Solution and What You Need to Know To Protect Yourself and Your Heirs from Divorce, Taxes, Lawsuits and More
- Ready to make a difference in your planning and your life?
- The Insurance Mistake You Must Avoid
- Why Searching For 'The Best' Will or Estate Lawyer Might Not Work
- Enhanced Estate Plannning: What You Need to Know About Hiring An Attorney & Creating A Plan That Works