The Business Lifecycle ~ a look at the journey that most business owners go through as they start up and run their businesses. Whether it's your first business or you've launched multiple businesses, there's information for all levels of business owners. It also includes a bonus chapter on Estate Planning for Business Owners

My Personal Planning Essentials - The checklist used by my clients to keep their important estate plan documents and important contacts organized. Even if you're not a client, it's a great resource for you to keep an organized inventory of your estate plan documents and where they are located.

Add-In Strategies to Help You Ace Your Estate Planning ~ a look at the estate planning process through the eyes of your attorney and your financial advisor. This free resource is adapted from a series of presentations that I did with my friend, a financial advisor, who is an excellent professional to assist you as well.

Cryptocurrency Inventory - an inventory to keep with your estate plan documents if you've got any cryptocurrency. You know all the challenges of keeping your crypto wallet accessible, but do your loved ones? This inventory will help you leave a path for them in case something happens to you.