Helpful Checklists, Guides & Books

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Business Owner’s Retirement Plan

Business owners have no time to “plan ahead”. Take a shortcut to create your plan with this download.Coming Soon »
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Don’t Go Broke from Nursing Home Costs

$7,000 per month is rough. Learn how to provide yourself with the best care without going broke.Coming Soon »
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Estate Planning Self-Checkup

Review your estate planning with our 17 point checklist. Download here »
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Avoid the Perils of Estate Planning

Read about the 12 mistakes that can derail your estate planning. Get the book »
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Full Seminar Recordings

What does a Trustee Do?  Who needs a Living Trust?  Fund Your Own Trust.

Download recordings here »

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How to Fund Your Trust

If you have a trust, it must be funded to avoid probate. Download a trust funding checklist to help you get the job done.Download checklist here »

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