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Making the Most of Your Estate

You’ve spent your lifetime acquiring and safeguarding assets.

A carefully considered and up-to-date estate plan is one of the most thoughtful gifts you can leave for your loved ones.

It ensures your wishes and directions are known and will be carried out. Being prepared promotes peace of mind.

There are three questions to consider in advance of creating or updating your Will, power of attorney (POA) and other essential documents.

Right now is a great time to take the first steps in planning your estate or to begin making updates to your plan.


What’s Included in This FREE E-Book?

  • The Three Questions – Who, what, and how.
  • Prepare a Financial Inventory – Create a list of important documents.
  • Design the DistributionDirections for your executor.
  • Preparing the Legal DocumentsDIY or professional?
  • Naming an Executor – A challenging task.
  • Powers of Attorney – What if you can't make the important decisions?
  • Keeping Your Plan Up-to-Date – Review regularly.
  • Read It. Understand It. – Read everything over.
  • Sharing Your Plan – Make time for the difficult conversations.

So, What Are You Waiting For?

Simply provide us with your name and email address using the form on this page to unlock this FREE e-book!

Questions? Comments? Write to us – we'd love to hear from you!