Financial planners agree it is the failure to take action, not the absence of opportunity, that is a major impediment to a person achieving his or her financial objectives.
It takes a lifetime to build an estate. We believe it is worth some planning today to preserve your estate for tomorrow.
A Tool for Your Planning
Indeed, planning has never been more important than it is today. With recent tax law changes, even those with an estate plan must review and update it to be sure their objectives will still be achieved. For example, you may need a new will to take full advantage of the latest federal estate tax provisions—and to avoid state intestacy laws making all the critical decisions for you about your estate distribution.
We are pleased to provide you with information that will help you review or make your estate plan. Not only will it enable you to plan for tomorrow and obtain maximum benefits from your investments, real property and other holdings, it will also introduce you to possibilities and opportunities for creative gift planning.
Find Out More
The Creative Estate Planning Course—a proven and successful formula for planning and implementing your dreams for the future—is being offered by Auburn University free of charge. Over the last 30 years, this course has helped thousands of people just like you increase their personal income, save thousands of dollars in taxes, and create a lasting and meaningful legacy for the ones they love.
Experience our Winning Formula
The Creative Estate Planning Course is a home-study course designed to teach you the basics of estate planning, wills, trusts, and gift and estate taxes. You’ll receive five, easy-to-follow lessons that will test your knowledge with a quiz at the end of each lesson. Upon completion, you’ll be one step closer to achieving a smart, effective estate plan designed, by your professional advisors, to meet your personal needs and wishes.
Please send an e-mail message to at firstname.lastname@example.org to enroll in the course or receive additional information.