Skip to main content

Estate planning is important to all investors, so we created a video that provides a helpful overview and actionable steps you can take. 
(viewing time = 34:35)   

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.
  • When to review your plan.

You can choose to watch the entire program or any of these shorter videos: