ESTATE PLANNING, PREPARATION AND COACHING

GET YOUR ESTATE AND YOUR TAX PLAN IN ORDER.

This package includes books and more:

1. Estate Planning 101 Working Session: this is a live estate planning session where we will teach you how to prepare for your estate plan and all that needs to be included, because EVERYONE HAS AN ESTATE TO PLAN!  Why you need a Pour Over Will and not just a will.  Ways around estate taxes.  Revocable and Irrevocable trusts.  Q&A with licensed estate planning attorney . . . and more!  Generational wealth can be passed on to your heirs no matter how much money you have or do not have.  

2. Estate Planning Made Simple Book & Get Your Money Back: Tax Deductions You Never Knew About Book

3. Estate Planning Grid & Checklist to take to your attorney or estate planning official for filing.

Make sure you check your spam, junk, promotions, and bulk folders daily for next steps.  You will need to gather some important information prior to the workshop.

This package NOT included in any other memberships.

No Refunds.