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:

• Why is it important?
• What are the key elements?
• When should it be a priority?
• How do you create a plan?