Be Prepared to Address All Aspects of Your Estate Plan


Managing Director John Wolff, CFP®, AIF® drew from years of collaboration with clients and estate attorneys to compile this primer, addressing the estate planning process from all aspects. Included inside:

  • Estate Planning Questions – initial thoughts to consider for the Estate Planning process
  • Types of Trusts – a primer on the basics of trusts for estate planning purposes
  • Estate Planning Checklist – our definitive list of documents to prepare
  • Settling an Estate – a checklist for the important role of an Executor