The Truth About Estate Planning: A client-ready guide

This guide covers why estate planning matters at every income level, what essentials you should have in place, and simple ways to get started now—without getting lost in legal jargon.

In this guide, help your clients learn:

• Why estate planning matters for everyone
• How and where to start
• Avoiding intestate and protecting generations
• How to make estate planning a family conversation
• Cut taxes and expenses
• Planning for life changes