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.
Click here to learn more about our Estate Planning Step.
Make your legacy EPPIC™ by scheduling a coaching call to learn how to apply The EPPIC™ Method to your estate plan.
Click here to schedule your coaching call.