The best way to understand your legal issue is to get information before you get started. To help you on your journey, these guides and checklists are designed to answer some common questions in jargon-free terms. They are all free to download and are a good way to be informed before you set up a Legal Strategy Session to discuss your legal needs.
Estate Planning
-
Estate Planning Strategies for Your Family's Legacy
The next in our series of Excerpts from Edina, focusing on estate planning strategies for your family's legacy. Request Information -
My Personal Planning Essentials
Get your free estate planning checklist to help organize your estate planning documents and gather critical information for your executor. Request Information -
Add-In Strategies to Help You Ace Your Estate Planning
Get your copy of Add-In Strategies to Help You Ace Your Estate Planning and learn about the legal and financial benefits of a comprehensive estate plan. Request Information -
Cryptocurrency Inventory for Your Estate Plan
If you've invested in cryptocurrency, you need to make sure your estate plan has been updated so that your wallet is accessible to your loved ones if you become sick or die. Request Information -
Personal Representative Checklist
If you've been appointed the personal representative or executor of someone's estate, this checklist will assist you with some common items you'll need to deal with. Request Information -
There Are Too Many Forms Online – HELP! Four Documents You Shouldn’t Buy Online
Online templates can’t provide the level of personalized protection your family needs. Get your free report to learn why. Request Information
Business Law
-
Small Business Handbook 2022 - Creating a Strong Foundation for Your Business
When you're starting a business, you'll be confronted with a variety of issues and this is a small handbook you can use to guide you through the steps. Request Information -
Corporate Maintenance - What Do I Do With My Corporate Documents
After you’ve done all that hard work getting your business off the ground and you’ve taken that all-important first step by formally incorporating your business by filing the documents with your state, you’re now faced with a feeling of: What Do I Do Next? The next step you should be looking at is to organize your corporate documents. Request Information -
The Business Lifecycle: A Journey Through Your Business
There are a variety of steps along the journey of creating and growing your dream business and The Business Lifecyle Book helps guide you forward. Request Information
Special Needs Planning
-
7 Special Needs Planning Mistakes to Avoid Checklist
A checklist of the 7 mistakes that I most often see when clients are trying to set up a Special Needs Trust. Request Information -
7 Special Needs Planning Mistakes to Avoid
Planning for a child with special needs is an extremely important part of your estate plan, so here are 7 Special Needs Planning Mistakes That You Should Avoid. Request Information
