Are Your Ducks in a Row?

Whatever your stage in life, it is a good idea to think about and plan for how your affairs will be handled. A few simple steps today can give you peace of mind tomorrow by ensuring that you and your loved ones are well protected. Your estate plan can also be used to support charitable causes that matter most to you, such as the quality programs and educational services offered to our community by WPSU.

Contact us today for your FREE Personal Estate Planning Guide.

Your FREE Personal Estate Planning Guide will help you prepare for the process of estate planning. Your key information will be organized in one place, giving you an outline for an informative conversation with your advisors. It will also ensure that you are making the biggest impact with those charitable organizations that matter most to you.

This guide will help you gather

  • Your personal information, including family contacts
  • Your healthcare information, including medical providers
  • The types of assets you own, and
  • A list of your advisors

 Yes, I am interested in getting my ducks in a row!

Fill out my online form.