Estate Planning can be difficult to understand if you are not familiar with the terminology. Our goal is to provide insights about estate planning that are simple and easy to follow along with. Most importantly, you will learn what questions you should be asking any financial professional you meet.
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You are probably wondering, “What’s next? How do I turn this information into insights that can help me prepare my estate plan?”
You can further explore our Estate Planning insights:
View our Estate Plan Index page. It's basically a road map to all of our most popular estate planning insights.
This free educational ebook explains estate planning as simple and complete a possible.
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Referrals for Estate Planning
If you’re looking for a referral from a tax or legal professional, we will refer people to you if we’re comfortable with them and if we and our other clients have had good experiences with them. We will not refer anyone to you if we are uncomfortable about doing so.
You might need us, but you might not. Maybe you came here and got all the information you need, and you are thinking, “I feel a little guilty because I got all this stuff from them and gave them nothing.” Well, share it. Send it to somebody else…or don’t. We are here for you. We are here for your benefit, so feel free to use all our materials to learn something new. We will be here, still serving you and giving you information.
If you have questions you would like to have answered that you think others might benefit from as well, contact us, and we will likely create a method to answer those questions as well. You are probably not the only one with that question.