The Estate Planning Project welcomes: CICEA.
Our project offers opportunities for experts to do podcasts and to be workshop speakers.
Take the uncertainty out of estate planning with good record keeping
Record keeping is critical to sound estate planning. Listen to this podcast to learn more.
Read Take the uncertainty out of estate planning with good record keeping
Estate Planning 101
Let’s take a look at some key estate planning basics to launch our new project.
Introducing the Estate Planning Project
Mary Bart introduces the Estate Planning Project