Estate Planning Quick Start

Start By Creating an Inventory of What You Own

You can do this by drawing a circle on a piece of paper. Everything you own fits into this circle. I call this your estate pie.

The three slices in your estate pie are your Will Assets, your Joint Assets, and your Designated Assets. Your estate can be worth thousands or millions of dollars.

Regardless of what you own, trust me: It all fits into this pie.

The more valuable your pie, the more you will need professional help to get started.

You need to understand how each type of asset is treated differently before you make a will and estate plan.

My free ebook, Estate Planning: 7 Keys to Success will explain this in an easy-to-read language. Get a copy at