Do You Have an Estate Plan?

Estate concerns are about more than just who gets what. Everyone focuses on the financial aspect of their legacy, but they forget to focus on what really matters—everything else. We were blessed to get the opportunity to host some luncheons and dinners recently where we shared some helpful information about Legacy Planning. We wanted to share the presentation with you as well as some other helpful resources. We even covered this topic on an episode of our Life Planning 101 podcast. If you have questions about your approach to Legacy Planning, don’t hesitate to reach out to us.

Resources:

• Do You Have an Estate Plan? (Podcast)
• Do You Have an Estate Plan? (PDF Presentation)
• Legacy Planning Questionnaire
• Introduction Exercise
• The Family Balance Sheet
• Carrie Underwood - How Great Thou Art (YouTube)