Estate Planning Checklist

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Your Money or Your Life

For more than twenty-five years, Your Money or Your Life has been considered the go-to book for taking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance. This fully revised and updated edition with a foreword by "the Frugal Guru" (New Yorker) Mr. Money Mustache is the ultimate makeover of this bestselling classic, ensuring that its time-tested wisdom applies to people of all ages and covers modern topics like investing in index funds, managing revenue streams like side hustles and freelancing, tracking your finances online, and having difficult conversations about money.

Estate Planning is Dead

Death and taxes are what most attorneys are planning for in a traditional estate, but they often do nothing to protect your family from the things that are actually destroying wealth and health. Learn why modern estate planning is more about asset protection than ever before. Discover how to protect your assets from devastating healthcare costs, your estate from changes in the tax law, yourself and your spouse from predators, your family from remarriages and divorces, and your grandchildren from losing their inheritance.

Live It Up Without Outliving Your Money

Live it Up Without Outliving Your Money! is the financial roadmap that people are looking for. Based on the author's experience in the financial services sector since the mid-1960s, including more than 30 years as an investment advisor and money manager, this plain-talking book gives readers simple strategies to add between $1,000 and $10,000 to their monthly income in retirement, and without taking any of the dumb risks of the past.

This reliable resource motivates readers to take the first steps to change their financial situation; presents multiple strategies for withdrawing money during retirement; and exposes the marketing tricks perpetrated by financial institutions.