Welcome and congratulations on taking the important steps of protecting all that you have worked hard to acquire and most importantly, to Protect Those You Love.
Here you will find a series of articles, links to other educational information and videos on the various topics that surround proper Estate Planning. I encourage you to include your significant other in this educational journey, listen to the videos together as a way to open a discussion.
The most important part is to take action. For reasons that are evident, we have no idea when these plans will need to be enacted. This is not a DIY, do it yourself proposition. This is one area of life where professional assistance is necessary. One mistake and all your plans can be eliminated, and you are not there to fix things.
Read, Listen, Discuss and then contact me. We will meet by phone or in person to make sure you have all your questions answered. A proper plan is also flexible, so you do not need to have everything perfect to get started. Changes can and will be made. The idea is to begin. Your family and your Legacy are counting on you.
Steven J Fine
Educator and founder of Estate Plan for Wisconsin