Thank you for your interest in " Your Estate & Gift Planning Organizer." This Ebook, produced by The Financial Awareness Foundation, will help you:
- Learn the estate planning basics, including common terms and mistakes to avoid
- Understand the six steps involved in successful estate planning with greater depth
- Build the system of analysis needed to create an optimal estate plan
- Finalize the estate planning checklist
- Implement estate planning as a lifelong process for your clientele, not a one-time event
Please complete and submit your information below and your Ebook will be available for immediate download.