Resources

Name: Sword & Shield Planning
Price range: $$

Practical tools and guides to help you make informed decisions about your family's future.

Answers

Direct answers to the big questions — probate costs, trusts vs. wills, funding a trust, and selling a policy.

An interactive, step-by-step checklist that tracks your progress as you organize your affairs.

Inflation, mortgage, loan, retirement, investment, and more — plan with confidence.

See how a single premium becomes a guaranteed, income-tax-free legacy on day one — with a year-by-year illustration.

A plain-English roadmap to protect your family and the legacy you've built.

Clear answers to the most common questions about estate planning.