- The difference between getting a will & creating an estate plan
- Who should have an estate plan?
- What are the basic “must haves” for everyone?
- What are the downsides of not doing an estate plan?
- Why don't people do estate plans? How do you choose an attorney for estate planning?
- When is it too late to do estate planning?
- Beneficiary designations for accounts such as IRA’s, annuities, 401(k)’s, life insurance and more.