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Action Guide: Getting Started

You now know everything you ever wanted to know about estate planning (and more, I hope!). So, what is your next step? This is your guide to go from adding “get estate plan” to your to-do list to checking it off.

Image Chapter Brief Sit with me at my conference table (or as close as we can get on paper) as I take you through a client meeting. I’ll share with you what I think about as I speak with a client to combine their family and goals with my knowledge into a recommended plan of action. I’ll go through the information ...

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