Clearing the Way Forward - Personal Estate Planning Workbook: Don’t Leave Your Family a Mess, Leave them a Legacy!

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It is said that the only certainties in life are death and taxes. This workbook will help you plan for one and reduce the impact of the other on your loved ones after you are gone. Lessening your family’s burden in their time of grief is a priceless gift. Over 70% of people in the U.S. die without even a basic will, leaving a mess for their loved ones to sort through in the courts. There are thousands of excuses for not planning, but one of the most common is that we tend to avoid things we do not understand. Designing an estate plan has become one of the most complex challenges anyone can take on. But that does not change the fact that each of us must have a plan. The consequences of not planning are too great and none of us will get out of here alive.

This workbook will help you gain a basic understanding of core Estate Planning concepts so that the subject will become less intimidating. Then the workbook section will take you through the process of building your own plan, step by step. After completing this book, you will have a document that can be given to your estate attorney that clearly lays out all of your planning needs. By significantly reducing the time necessary to complete the intake interviews, your legal bill should be much easier to swallow.