Learning Center
Everything You Need to Know about Estate Planning
Ways to Create a Plan
- Do It Yourself
- The Traditional Method
- The New Model For Estate Planning (Learn yourself, then hire an attorney)
- My Personal/Traditional Process (Recommended)
About My Practice
Videos
- Guardianship and Estate Planning
- What Happens With No Plan?
- Why Estate Planning Is Important
- Taxes Should Not Drive Estate Planning
- What Matters Most In Estate Planning
- Estate Planning Regardless of Age
- Stump The Lawyer
Begin Drafting Your Own Plan
- Outline for Drafting Your Plan (Start here first)
- Learn About The 5 Stages of Life & 5 Families (To determine which plan is right for you)
- Will Based Planning
- Probate Avoidance Trust Planning
- Lifetime Protection Plan
- Purposeful Family Leadership
Values Based Planning
- Learn the 7 Secrets to Values Based Planning!
- What’s Wrong With Boilerplate? (Video)
- What’s an Estate Plan? (Video)
- What is Values Based Estate Planning? (Video)
- What Happens with no Will or Trust? (Video)
- Getting Started (Video)