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Here are your 9 FREE bonus checklists to help your family proactively prepare for what comes next.

You’ll also be notified of updated versions of the book as tax laws change, when new videos are released, when future books and blogs are created, and when these resources are updated.

A reminder of what’s included:

  • Loss of Loved One Checklist

  • Can I Do a Qualified Charitable Distribution from my IRA?

  • Should I Use a Donor Advised Fund (DAF) When Giving to Public Charities?

  • What Issues Should I Consider:

    • Before Closing the Estate

    • For My Aging Parents

    • If I Experience a Sudden Wealth Event

    • If My Spouse Passed Away

    • When Creating My Estate Plan

    • When Reviewing My Estate Planning Documents