This book offers simple and clear ways to organize important information, so that you and your family can be prepared for whatever is to come.
Building the Connection also provides you with the knowledge necessary to navigate the estate planning process, so that you can efficiently organize your important information and get your affairs in order.
TOPICS COVERED
Wills
Trusts
Trustee
Selecting an Executor
Beneficiary Designations
Guardian for Minors
Durable Power of Attorney
Living Will
Medical Power of Attorney
FORMS INCLUDED
Personal Information
Medical Information
Insurance Information
Fixed Income Sources
Asset Information
Legal and Profession Information
Estate Planning Information
Funeral and Burial Instructions
Dale Yoder
“When Things are at their toughest you don’t want to be taking care of details. This book is a great guide to putting your house in order ahead of time.”
Yoder Financial Services
Bad Axe, Michigan
Mark Wolfe
“This book is a great planning tool for families. It helps people plan for tomorrow while living for today.”
Financial Group of the Southwest
Lubbock, Texas
Steven Bliss
“This book puts things as simple as can be when it comes to compiling information for your future. This is a must do book for everyone!”
Bliss & Thompson Financial Services
Traverse City, Michigan
DOWNLOAD EBOOK
Fields marked with * are required.