Everyone Needs a Plan
Free resources help you protect what matters most.
These guides benefit you, your loved ones and your loved causes.
Your Record Book helps you:
- Collect paperwork
- Take inventory
- Make decisions ahead of creating your estate plan
- Save time and money by being prepared
Your Lesson Book helps you:
- Make a better will
- Cut taxes today by changing the world tomorrow
- Avoid estate planning mistakes
Lesson Book
Learn how to:
- Set family goals and create a smart estate plan.
- Lessen tax burdens.
- Use trusts to support you, your family and loved ones.
Record Book
A tool to help you:
- Keep a digital record of important information.
- Organize everything in one place.
- Easily update records.
"I am constantly amazed at the passion of these deserving teachers and what they give their students every day through their work. I am happy to do my part to help continue the vital work of FAU's Center that benefits teachers and students today and now, for generations to come."
—Arthur Gutterman