Recipe for Estate Planning

With Thanksgiving this week, there are many people that are probably sharing some of their favorite recipes. We thought we would join in on the fun and share our Recipe for Estate Planning!

Recipe for Estate Planning

1. Register and attend our Free Estate Planning Workshop
2. Schedule a FREE Vision Meeting to discuss your individual options and needs.
3. Design your plan
4. Sign your plan to make it official
5. Fund your plan
6. Enroll in our optional maintenance program
7. RELAX – You are all set!