Estate Planning: How do I get started, what can I do myself?

I got this question on my Facebook page, and I wasn’t entirely clear about whether the question was meant to be about business planning or estate planning, but it’s a great question either way, so in the last video, I answered this question about business planning, and in this video, I’m going to answer this as it relates to estate planning.

So, the question is: How do I get started? What can I do myself and what do I need a professional for?

Let’s discuss what the point of estate planning is, and how you can help yourself, versus when you should seek help from a lawyer.

Business Planning: How to Get Started, DIY or attorney?

I got this question on my Facebook page, and I’m not entirely clear about whether the question was meant to be about business planning or estate planning, but it’s a great question either way, so I’m going to make this question a two-for. I’m going to answer this as it relates to business planning in the first video, and in the next video, I’ll answer it as it relates to estate planning.

So, the question is: How do I get started? What can I do myself and what do I need a professional for?