04/09/2024
Mark your calendars to attend one of these upcoming workshops! It is so beneficial to have this info in your tool belt; plus, Erica & the Taproot team have a way of making these workshops so fun and interactive!
Ready for some estate planning homework, Taproot ?! Make an inventory of your assets! This tool is helps
* make sure you don't forget an asset when planning
* as a discussion tool with your attorney and other support people
* caregivers, who will love you for this tool! It'll lessen their uncertainty that they are missing something.
* personal representatives have a similar benefit of lessened uncertainty.
For more education and estate planning help, check out my workshops this week in Crystal Falls MI, or start estate planning with me now by emailing [email protected]!
- Erica Payne