American Endowment Foundation

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.

 

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