Estate Planning

Information You Need to Know - Free Downloads

Estate Planning - Free Downloads

What States Have Separate Estate Tax

There is a handful of states in the U.S. that maintain a separate estate tax. - Click Here

Estate Planning - Free Downloads

Four Estate Planning Techniques Comparison

No Plan vs. Will vs. Beneficiary Designation vs. Revocable Living Trust. - Click Here

Estate Planning - Free Downloads

The Four Downsides of Probate​

Probate generally eats up between eight and ten percent (8-10%) of an estate. - Click Here

Estate Planning - Free Downloads

The Big Four Questions Cheat Sheet​

Four very important questions you need to answer before planning your estate. - Click Here

Estate Planning - Free Downloads

The Six Keys to Successfully Planning Your Estate

This report can help you get pointed in the right direction when thinking about estate planning. - Click Here