Step 1 of Creating an Estate Plan | Estate Planning TV 018


That is the first step to estate planning.

It’s not talking to an estate planning attorney (though I wish it was).

It’s not learning about estate taxes.

It’s not about any of that.

Step one is simply thinking about what it is that you want to do.

Now, there are some things you may want to think about when putting together your goals. Things like tax reduction, probate avoidance, generational wealth and opportunity, wealth building, and on and on.

Here’s what I suggest you do (right before you schedule a strategy session with me):

Take a few minutes and sit down alone and think about what it is that you want.

Here’s the key though: really think about what YOU want.

Throw out the outside influences. Don’t pay attention to what you “should” do.

Once you do that you’ll be well on your way to your complete estate plan.

If you want to know more or are looking for a estate planning attorney to help you out, click here to book a strategy session and we’ll talk.