Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. 

The subject matter focuses on the Why, What, When, and How of estate planning.
Topics include: The Main Goals, Necessary Core Documents, A Simple Checklist, Life Events to Prioritize, Attorneys to Consider, and When to Review your Plan.
Watch the entire program above (Viewing Time = 34:35)  

Alternatively, you can choose to watch any of these shorter videos below.