FREE E-BOOK

Creating Your Estate Plan

Many people believe estate planning is only for the elderly and the rich. In reality, if you have any amount of money or property, you have an estate that needs protecting.

If you're worried about what will happen to your assets when you pass away, the time to act is now.

Are you...

• Concerned about what will happen to your money and property when you pass away?
• Worried about what would happen to those that depend on you if you were to die TODAY?
• Anxious about taxes taking a chunk out of your estate?

Our goal is to ease your concerns by providing answers to your most pressing questions.

Creating Your Estate Plan is the complete guide to probate, wills, trusts, advance directives, gifting, and more! This e-book simplifies legal jargon in ways that can be easily understood, so you can make better decisions about your life savings.

In this ebook, we go well beyond just answering basic questions like "what's a will?" and "do I need a trust?". Here's just a few things that we cover.

You will learn about...

Estate Planning

• Why estate planning is important. Having your documents in order can greatly benefit you, your family, and your beneficiaries.
• How trusts can help protect and pass on your assets. Trusts can be used for a multitude of reasons, learn what type of trust may best fit you.
• What documents go into an estate plan. Depending on your situation, you pay need advance directives, a will, a trust, a living will, and more.
• How to leave gifts. Many people don't realize the tax and legal implications of gifting large amounts to friends and family members.
• What to expect during your first meeting. We'll give you some idea on what to be prepared for.
• When it may be time to revise your estate plan. Your estate plan isn't a "set it and forget it" endeavor. Your documents are meant to change as your life changes.

Probate and Probate Avoidance

• How to navigate the probate process. Probate is the court-ordered process of passing your accounts and property on when you pass away.
• How to avoid probate. Probate can be a lengthy, costly, and public process, that many people would rather avoid. We'll teach you about deeds, trusts, and other documents that can help the process go much smoother.
• What items don't need to go through probate. Certain accounts and assets won't need to go through probate to be passed down.

Wills

• Things to include in your will. Some property may be better left with beneficiary designations, or in a trust.
• Requirements for a will. Not everyone can make a will, and you'll have to go through certain procedures to make it legal.
• How to choose an executor. The executor is the person who carries out your wishes listed in your will when you pass away.

Trusts

• The difference between a revocable living trust and an irrevocable trust. There are many different types of trusts that can serve various purposes in your estate plan.

Guardianship

• How to name a legal guardian for your children. This will be the person to care for them should you pass away.
• How to keep providing for your children after you pass away. You can build a financially secure future for your kids through legal and financial products.

Taxes

• How to avoid the estate tax. There are certain strategies you can use to stay within the exemption amount.
• How to avoid the gift tax. There are certain strategies you can use to stay within the exemption amount.

Advance Directives and Powers of Attorney

• How to decide what powers to give your Financial Power of Attorney. This is a personal decision to be made, and requires some thought.
• How living wills and medical powers of attorney work together. Both make sure your medical wishes are known when you're unable to communicate them yourself.