Click the image to download the document.
You can find on this page:
- a handout of the presentation with space for taking notes;
- your Confidential Estate Planning & Asset Protection Worksheet
- more information about our firm and the work we do
- an infographic that helps you see the order that property passes if you don’t have any planning in place
- a flier with the maximum annual pension rates
- a quiz that helps you determine if your current planning protects you in the way that you need
- an informational flier with Legacy Assurance Plan detais