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.