Estate Planning Resources Professionals Share With Clients
Educational guides and webinars professionals often share when clients have estate planning, business succession, or probate questions.
Professionals who work with families and business owners occasionally encounter situations where estate planning or probate questions arise.
The resources below are educational guides that professionals sometimes share with clients when these topics come up.
● Professionals often bookmark this page so they can quickly access resources when clients have questions.
ESTATE PLANNING BASICS
General resources for families who want to understand the basics of estate planning.
Resources:
• Estate Planning Guide
• Estate Planning Webinar
PROBATE RESOURCES
Helpful for families navigating the loss of a loved one.
Resources:
• Probate Guide
• Probate Webinar
• Probate Calculator
ASSET PROTECTION
Resources professionals sometimes share with clients who want to better protect property, investments, or family wealth.
Resources:
• Asset Protection Guide
• Asset Protection Webinar
BUSINESS OWNERS
Resources for business owners thinking about long-term planning.
Resources:
• Business Protection Guide
• Business Succession Planning Guide
• Asset Protection for Real Estate Investors
• Estate Planning and Real Estate Ownership Guide
REAL ESTATE PROFESSIONALS
Helpful when real estate ownership intersects with estate planning.
Resources:
DIVORCE ATTORNEYS
Estate planning updates that are often needed after divorce.
Resources:
• Estate Planning After Divorce Guide
IMMIGRATION ATTORNEYS
Planning considerations that often arise for foreign nationals with U.S. assets.
Resources:
• Estate Planning for Foreign Nationals Guide
MEDICAL PROFESSIONALS
Planning considerations for physicians and medical practice owners.
Resources:
• Medical Practice Owner Planning Checklist
FINANCIAL ADVISORS & CPAs
Planning considerations for physicians and medical practice owners.
Resources:
• Estate Planning Coordination Checklist for Business Owners and High-Income Families
If a client would like to discuss their situation, they are welcome to schedule a consultation with our firm.