Protecting Our Family:

Learn More:  Audio Clips
 
"Rapid Bursts of Great Insights On Protecting Your Family, Your 
                                   Wealth, Your Business."
The Green Box Estate Plan - Protecting Our Family
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The Business Owner Estate Plan - Protecting Our Family
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The 2 Must-Ask Questions - Protecting Our Family
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A Living Trust? What? Why? How - Protecting Our Family
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Who Do I Put In Charge? - Protecting Our Family
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15 Estate Planning Mistakes - Protecting Our Family
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Update My Estate Plan? When? - Protecting Our Family
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Keep Our Vacation Home - Protecting Our Family
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Enough $$$ For My Loved Ones? - Protecting Our Family
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Download Estate Plan Appointment Booklet

Learn More:  The Next Move Book

 

My Estate Planning book, The Next Move For Families, provides parents and grandparents the key Estate Planning moves they need to take to protect yourself and your family.  It presents an easy-to-read proactive plan on how to best utilize the Estate Planning opportunities available today.  It shows you what you need whether you have a small or large estate.  The objective is to help protect your net worth, minimize taxes, maintain your control of the process, and help assure your personal, financial and legacy objectives are met.

 

You can click on any of the links below to read or download each of the Chapters in The Next Move For Families book.

Introduction

All Families

Larger Estates

Business Owners

Insurance

Vacation Homes

Common Mistakes

Your Next Move