Estate-Planning Stories

Stories are the best way to learn about estate planning. So, to help you see how estate planning can help you achieve your goals, I’ve created the stories found on the next pages. They illustrate the common pitfalls that exist in many estate plans, and how you can avoid them. You’ll learn about the following:

  • How proper guardianship planning ensures that your children are raised by the person (or people) you most trust to provide a loving home and to impart your values on them;
  • How low-cost estate-planning options end up being much more expensive in the long run; and
  • How you can use advanced estate-planning techniques to make sure your loved ones' inheritance are protected from divorce, bankruptcy, lawsuits, and creditors.

To get started, click on the button that best describes you.

Married or Single with Minor Children

I'm married or single and have minor children. Choose this option if you don't yet have children, but are planning to. 

Empty Nester

I'm married or single and my children are grown up. 

Married or Single without Children

I'm married or single and don't have any children.