Education

Want to schedule Estate Plan Van to bring educational opportunities to your business or small group?

Hi Planning People! Do you need an overview on any of the following:

  • basic estate planning documents;

  • estate planning for young adults/college students;

  • planning for minor children;

  • estate planning for single seniors;

  • importance of updating beneficiary designations;

I’d love to come to you, your office, your book club, your small group - wherever you are, and provide a presentation on any of the above!

Let’s Get Organized

Check back soon for a comprehensive planning manual!

Need something else?

Didn’t see exactly what you were looking for, like how to plan for your horse or land tortoise? Reach out and let me know!