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Estate planning gets put off because it is hard to know where to start. These guides are meant to fix that. Each one is practical, free, and written to be used rather than skimmed.

Cover of the Am I Ready for the Great Wealth Transfer? checklist

Am I Ready for the Great Wealth Transfer?

A 74-question checklist in two parts, one for people expecting to inherit and one for people planning what they leave behind.

Cover of the 5 Ways to Protect Your Estate from Long-Term Care Costs guide

5 Ways to Protect Your Estate from Long-Term Care Costs

What long-term care actually costs, and five strategies to keep it from consuming what you have built.

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