Next Steps to Proper Estate Planning
- Read the book Estate Planning Made Easy.
- Order the Estate Planning Solutions Suite.
- Sit down with your significant other and itemize your assets, placing a net value on each.
- Determine who gets what, when you want them to receive it and how you want it transferred.
- Complete the Estate Analysis profile and return it to Estate Planning Specialists.
- Use the Estate Analysis as your road map, your guide to a proper estate plan especially designed for you.
- Establish the needed estate planning tools that you should have to make certain our wishes are carried out. You can do this with an attorney in your area or through our recommended estate planning law firm - Durfee & Phelps - 1.480.324.8000, www.durfeephelps.com.
