Setting Up the Family for Estate Success

When someone asks an open ended question about establishing an estate plan that sets the family up for success, there are a lot of opportunities. But these steps represent potential opportunities that don’t need to be set up at the beginning. In this video, Jeff reviews a core estate plan with potential “add-ons” in the future that can help set up three generations for protected inheritances and business protection. #estateplanning #revocabletrust