Beginning to pass your wealth on to your heirs while you are living is much more rewarding.
During this stage you will:
- Create your legacy
- Design gifting strategies
- Devise a plan for assets to be managed and transferred to beneficiaries
- Assign a Financial Power of Attorney
The EPPIC™ Method provides you with a step by step process to help you make sure you have obtained the proper legal documents relevant to your financial situation and family dynamic.
Make your legacy EPPIC™ by scheduling a coaching call to learn how to apply The EPPIC™ Method to your estate plan.