Monthly Archives: June 2017

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5 Reasons to Have an Estate Plan When You’re a Single Young Professional

Estate planning is not just for your grandma, rich people, or families with kids. Call it adulting or simply being prepared, creating a quality estate plan is an essential part of your financial health. Here are five valid reasons for single, twenty-somethings to make an estate plan ASAP. The future of your digital assets (e.g.,… Read more »

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Estate Sale? No. It’s an Estate Plan Sale!

WHAT IS AN ESTATE PLAN SALE? For a limited time only (June 15 to July 15, 2017), you can receive a standard estate plan (which consists of six “must-have” estate planning documents) for only $500 (five hundred dollars). You will be billed only at the conclusion of this process, when you are executing the documents…. Read more »

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3 Must-Reads: Estate Planning Made Simple

You know you need an estate plan, but you still don’t understand really what you need or where to start. What to do? I’m here to help and it’s one of my personal missions to break down estate planning so it’s as easy and accessible as possible. Here are three blog posts, all relatively short and simple, that should help. First, I… Read more »