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Free Will Planning Workbook

Information to help you prepare your will

Will Planning - Ebook

Last year, 20,000 FBC Members collectively saved
$37 million because of their relationship with FBC
Every day your FBC membership brings your business value — including tax preparation, tax planning, financial consulting, audit protection, and much more.</span

Tax Preparation Toolkit

In this eBook, you'll find out:

  • Preparing Your Will
  • Discussions with your family and professional advisors will help you make decisions best suited to your needs and wishes.

  • Will Planning Questionnaire
  • Consider what your estate is currently worth, but also consider future sources of wealth.

  • Seek Legal Advice
  • You should meet with a legal advisor when you are ready to put it all together.