Free Estate Planning and Charitable Giving Guide

Secure your future and see all your wishes honored — let us provide you a FREE copy of Touching the Future: Guide and Workbook for Estate Planning and Charitable Giving. Download your copy of this guide right now. This 44-page guide is in a handy workbook format that allows you to keep all your important information in one place, including:

  • A record of property;
  • Family and business contacts including lawyer, executor, trustee and power of attorney;
  • Funeral arrangements and who should be notified;
  • Banking and insurance details;
  • Current desires for distribution of property; and more.

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