Estate Planning Checklist Overview
Estate Planning Organization
Planning for Retirement
Planning & Organizing Your Legacy
Organizing Family Finances & Responsibilities
Organize Your Estate with MyFamilyPlan
Secure Your Future With Ease
Looking After Senior Parents?
How can I Provide Added Value to my Clients?
How can I help simplify ongoing estate planning for my clients by providing a value-added tool? Do you have an easy-to-use digital tool that your clients can use to document their estate and financial details? Can this tool be used collaboratively? Can your clients use it to update estate and financial details between planning discussions? […]
Thinking About Retirement?
Are you planning for retirement? Wondering – what is my retirement savings target and when will I hit it? How much more money do you need to save before you can retire? Can you transition to a passive income lifestyle and job? Can you transition to a single income household? MyFamilyPlan will help you answer […]
