28 November, 2023

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan

Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on how you would like your estate affairs managed and assets distributed.

This eBook explains the “what” and “why” of estate planning and outlines key strategies you can explore when building your estate plan.