Lisa A. Reeves and Advantage Estate Planning have put together a free workbook intended to help you understand the basic principles of estate planning, as well as lifetime personal planning. This guide is for clients whose personal and financial situations vary greatly and is not a substitute for the personal guidance and attention we will devote to your individual estate plan.

While the term “Estate Planning” may have many different interpretations as unique as individuals, most of us can agree that this process involves the desire to control one’s property while living, take care of self and loved ones in the event of disability, and upon death, to give what remains to desired beneficiaries, how and when it is best for the beneficiary’s circumstances. Most plans also include goals of avoiding taxes, court and legal fees, as well as simplicity of plan execution. Your estate planning may have individual tax and non-tax factors, special beneficiary issues, or personal preference limitations. It is important to select advisors, including an attorney, with experience in the area of estate planning.

To receive your free Estate Planning Workbook, click the button below. Then, when you are ready, contact us to schedule your free, no-obligation consultation.

Any information you provide is held in complete confidence, and is used for the sole purpose of analyzing estate and personal planning needs and designing your individual documents.

Thank you for visiting the website of Advantage Estate Planning and Attorney Lisa A. Reeves. While we hope you find the information beneficial, please be aware it is not intended to constitute legal advice as each individual client is unique. Information on our website may create links to other sources in which this firm has no influence. Exchange of information with our firm does not create an Attorney-Client relationship.