The Estate Planning Road Map

Caren and Alan presenting today at the Grand Dominion community in Mundelein, IL, regarding the creation of an estate planning roadmap. This idea bridges the gap between the traditional estate planning documents and some of the more personal items and issues that are of importance to our clients and their families. Participants received a sample binder that enclosed numerous worksheets to get started on creating their own personal roadmap. Call us today to learn more about this concept.