Home / Tag Archives: estate planning

Tag Archives: estate planning

Free Estate Planning Checklist

Estate planning is a complex topic. I delve deeply into the issues of estate planning and beneficiary selection in my book, Avoiding a Legacy Nightmare. Here is a free estate planning checklist to help you get started and find some direction in the process. Click here to download the free …

Read More »

Estate Planning Basics

It’s disheartening to see the types of mistakes people make when naming beneficiaries and planning their legacies. Through the book, Avoiding a Legacy Nightmare, I offer information to help readers avoid these costly errors. Here are four estate planning basics that can help ensure your legacy ends up in the …

Read More »