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A simple definition, purpose, and common misconceptions about trusts.
what are revocable and irrevocable trusts, advantages and disadvantages, and key benefits of each.
What does funding your trust mean and why it's crucial.
Other types of trusts you might need to know about.
We never know when our time on Earth will end but we do know it will happen.
Use this handy guide to help you write letters to those you love the most.
Put your thoughts in writing now and think about how loved your family and/or friends will feel, knowing you took the time to share your love.
Additional Benefits
No complicated technology or convoluted software. This is a tried-and-true paper-and-pencil method for keeping track of your information.
All worksheets are ready for download, so you can start organizing your life TODAY.
Bonus: Annual Date Planner worksheet; a spreadsheet to track your loved ones' birthdays, anniversaries, and special days so you will never miss another important date!
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