Estate Planning, Demystified: 21-Page PDF Guide

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Don't leave your loved ones in chaos. Now is the best time to plan. 

Our original publication, “The No-Nonsense Estate Planning Guide,” discusses the elements of estate planning and offers suggestions about how to put an estate plan in place.

This 21-page guide offers information about how to ensure your assets pass according to your wishes, how to appoint someone to make financial and healthcare decisions on your behalf, and how to appoint guardians to look after your underage children. It also touches on funding your trust, designating beneficiaries, real estate deeds, and your last will and testament.

To receive this comprehensive estate-planning guide as a downloadable PDF and learn how to secure your legacy today, subscribe to our mailing list below. 

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About Us

Blue Chip Estate Planning, PLLC is part of the Blue Chip Partners' family of companies offering you the option of a one-stop solution for your estate planning, financial planning, and investment needs. Our goal is to be your All-in-One Solution. Blue Chip Partners, LLC is a wealth management firm that provides highly personalized financial planning and portfolio management services to over 800 clients. Blue Chip Partners has 31 employees, $1.5 billion in assets under management as of 9/30/2024.

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