FREE TRAINING, COMING SOON

A Document Is Not a Plan: The Decisions Behind Every Estate Plan, and Where to Start

A free training with estate planning attorney Kelly McMahon O'Brien, J.D., LL.M. in Taxation. Plain English, no jargon, and no judgment, so you finally understand the decisions behind your own plan. Join the waitlist and be the first to know when it goes live.

Maybe someone else handled your estate plan, and the binder has been sitting in a drawer for years. Maybe you keep meaning to start, and no one has ever explained it in a way that made sense. Either way, you know it matters, and you are ready to understand it for yourself.

Most estate plans do not stall at the documents. They stall at the decisions. In this free training, I will walk you through:

• The decisions behind every estate plan, from will or trust to who to name for each role, and why the order matters.

• What happens when the reasons are not written down, and how to leave your family clarity instead of questions.

• How to walk into any attorney's office ready, confident in your decisions and in asking well-informed questions.

After more than 20 years as an estate planning and tax attorney, the words I hear most often are, "Thank you, I finally understand this." I am creating this training so you can have that moment too.