Speaking: Let’s demystify Estate Planning

Want to schedule Estate Plan Van to bring educational opportunities to your business or small group?

Hi Planning People! Do you need an overview on any of the following:

  • basic estate planning documents;

  • estate planning for young adults/college students;

  • planning for minor children;

  • estate planning for single seniors;

  • importance of updating beneficiary designations;

I’d love to come to you, your office, your book club, your small group - wherever you are, and provide a presentation on any of the above!

Let’s Get Organized

Check back soon for a comprehensive planning manual!

Need something else?

Didn’t see exactly what you were looking for, like how to plan for your horse or land tortoise? Reach out and let me know!