Get Your Free Estate Planning Workbook and Guide from
Fine Point Law
A fifty-seven page workbook giving you the education and tools you need to protect your family and hard earned assets.
Peace of Mind is Freedom
Let's face it: you can't avoid death, but with our help you may avoid some taxes!
It starts with creating an estate plan that will make both death and taxes a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. In this guide, the founding attorney of Fine Point Law, Roxanne Olson, walks you step-by-step through the process.
Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents this guide will help make your estate-planning process as simple, smooth, and unintimidating as possible.
This workbook will help you:
- Clarify your estate-planning goals.
- Understand the key estate-planning documents you'll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives.
- Decode technical jargon with an easy to read glossary, so you feel comfortable when you sit down with your lawyer.
- Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights.
- Learn what to look for in an estate planning attorney.
- Discuss sensitive estate-planning issues with your family.
- Maintain your estate-plan over time, including how to store and when to update your documents
- Organize your assets and insurance with helpful forms that you can keep with your estate planning documents.
This is the estate-planning guide for today's messy and complicated world.
BONUS: Also included are a list of the Six Most Common Mistakes we see people make when they do their estate planning— and we see them all the time.
One of the biggest estate planning mistakes people make is waiting too long to start. Estate planning isn't just for those planning for retirement or their golden years. It's for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like. Getting organized and educated is the first step so use this free workbook to get you there!