Baby Boomers' Estate Planning Checklist
Estate Planning is for Everyone.
This free email course will help you understand the basics of estate planning and get you started on your path to leaving a meaningful legacy.
Are you ready to achieve peace of mind by planning for your future?
My name is Lee Pruitt and I have worked in estate planning for over four years. And now, I want to share what I know with you.
"Creating our estate plan with Lee was easy. He worked with us through every step." John and Sue Smith
Want to make sure this free email course is worth it before you sign-up?
Here's everything that's inside:
Day 1: Advance Health Care Directive: Name a trusted person to make medical decisions on your behalf if you are unable to.Day 2: Durable Financial Power of Attorney: Designate a family member or friend to make financial decisions for you if you are unable to.Day 3: Last Will and Testament: Choose an executor for your estate, guardians for your young children, assign assets to heirs, and avoid extra taxes and court fees during the probate process.Day 4: Memorial Instructions: Express your wishes for after-death procedures and services.Day 5: Trusts: Exert more control over your assets and how they are managed while reducing their vulnerability to creditors and taxes.
Hooray! The first lesson of the Baby Boomers' Estate Planning Checklist is on its way to your inbox.
Within the next minute or two, you're going to get an email from me (Lee Pruitt).This email contains instructions to get started with our Baby Boomers' Estate Planning Checklist, so be sure to check it out!But if you have any questions, don't hesitate to hit reply and let me know—I'll be happy to help! :-)Now go and check your inbox!
P.S. If you don't find the email in your inbox in the next couple of minutes, please check your spam folder...Chances are it ended up there.(Since I'm relatively new to sending emails to my list, sometimes the "email algorithms" think I'm a robot! 🤷🏻)