PARENTS & HOMEOWNERS: MY 7-STEP ESTATE PLANNING PROCESS WILL PROTECT YOUR HEIRS

From Creditors, Predators & Bad Choices, And Will Help You Become a (Bigger) Hero to Your Family!

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Estate Planning FAQ

Nine items every estate plan should include:

  • Will
  • Revocable Living Trust
  • A durable power of attorney
  • Beneficiary designations
  • Letter of intent
  • Healthcare power of attorney
  • HIPAA Waiver
  • Guardianship designations
  • Summary of Trust
  • Certification of Trust

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