Create a Legal Plan
Professional Legal Resources
How do you choose the right options for you? Start by eliminating the options that don’t align with your goals, and make a plan to learn more about options that sound beneficial. Then, begin searching for professionals that are the right fit for you.
The following resources offer a starting point to research professionals.
In this academy
Protect Assets – Wills vs Trusts
Protect Assets – Introduction to Safe Harbor Trusts
Protect Assets – Protecting Assets from Long-Term Care Costs
Protect Assets – Protections for Surviving Spouses and Heirs
Protect Assets – Protections from Estate Tax
Protect Assets – Protections for Inheritances
Protect Assets – Align Beneficiaries
Minimize Burdens – Estate Planning
Minimize Burdens – Fiduciaries
Minimize Burdens – Manuals of Instruction
Create a Legal Plan – Wrap Up