How Liquid Is Your Estate Plan?

LEP

Estate planning failures are mostly preventable. If you have a plan, you’ve avoided one big problem, but other pitfalls lurk. Over 66% of all estate plans will create a burden on your Trustee or Executor. Most involve end-of-life expenses you are not aware of. There are many reasons why estate plans fail and they tend to have one factor in common. This failure is totally avoidable. Please take this survey, so we can avoid the potential pitfalls and you will be immediately redirected to a 3-minute private video explaining the Liquid Estate Plan

 
  • Financial Checkups

  • Upcoming Events

  • Editors Picks

  • Subscribe For Latest Updates

    Subscribe for blog and newsletter updates 

    Invalid email address
    We promise not to spam you. Your information will not be sold, rented, or given away.  You can unsubscribe at any time.

    Our CPA Platform is comprised of financial solutions that we make available through our CPA relationships. The CPA Platform provides details regarding specific financial products that can effectively reduce taxes for the end-user. If you are a CPA that would like more information regarding our CPA Platform, please contact us for more information.

    CPA Login

    only use this login if you have a CPA account with us.