If you are a WNC financial advisor, accountant or insurance professional, please request your free copy via email to: firstname.lastname@example.org.
This pocket guide covers a variety of issues related to estate planning such as:
- What happens if you don’t have an estate plan
- Your various estate plan options
- Mental disability
- How to avoid Probate Court and taxes
- The difference between Wills and Trusts
- How to protect yourself, your spouse and your children and more…