How to Make New Year’s Estate Planning Resolutions

Want help with your estate planning resolutions? Ask a spouse, partner, or a family member to help you. Two people can do estate planning in  a 2 X 2 approach that multiplies your chances of success.

Why does the 2 X 2 approach work? Having a loved one involved will motivate you to meet your goals. Having clear goals improves your chances for success.

Start the conversation with your loved one over coffee. Read my free estate planning guide. It’s a free e-book called Estate Planning: 7 Keys to Success. You can download it here. This plain English guide will explain how to do estate planning easily.