Here’s What’s Inside…
Introduction………………………………………………… 1
Chapter One
Keeping Control…………………………………………… 3
Chapter Two
Proactive Versus Reactive Decisions………… 10
Chapter Three
How an Attorney Offers More
Protection………………………………………………….. 17
Chapter Four
Organized Finances Equals Peace
of Mind……………………………………………………….. 27
Chapter Five
Estate Planning Myths and
Mistakes…………………………………………………….. 32
Chapter Six
Navigating Life Changes…………………………….. 39
Chapter Seven
Here’s How We Can Help You……………………. 45
How to Keep Control of Your Money
in Retirement and Beyond………………………… 50