How to use these booklets: Click View to open and read online, or Download to save a copy. Share them with clients via email, social media, or as a pre-meeting resource. Make sure files are set to "Anyone with the link" in Google Drive for sharing.
01👶Brandable
Planning For Children with Special Needs
Trusts, guardianship, and financial planning for families with special needs dependents…
Family Planning
02🚨Brandable
Emergency Planning Guide
Essential steps to prepare families for unexpected events — documents, contacts, and decisions…
Emergency
03📦Brandable
Moving Day
Checklists, timelines, and key considerations for a smooth property transition…
Real Estate
04💰Brandable
Managing Your Inheritance
Practical advice for beneficiaries receiving, protecting, and managing an inherited estate…
Inheritance
05🎓Brandable
Planning For College
Savings strategies, 529 plans, and estate planning for college-bound families…
Education
06📄Brandable
Planning Your Estate
Wills, trusts, probate avoidance, and protecting what matters most…
Estate Planning
07💍Brandable
Marriage & Money
Financial planning for couples — joint accounts, beneficiaries, and estate plans…
Life Events
08🏢Brandable
Managing Your Business
Succession planning and protecting business assets within an estate plan…
Business
09🏖️Brandable
Retirement & Medicare
Navigating retirement income, Medicare enrollment, and your estate plan…
Retirement
10📊Brandable
Managing Your Financial Life
Budgeting, investing, insurance, and aligning finances with estate goals…
Financial Planning
11🏛️Brandable
Social Security
When to claim, spousal benefits, and how Social Security interacts with your estate plan…
Retirement
12🪙Brandable
Teach Kids About Money
Age-appropriate strategies for raising financially responsible children…
Family Planning
13🕊️Brandable
When A Loved One Dies
Step-by-step guidance for families navigating estate settlement after a death…
Estate Settlement