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This document contains Life’s 4 Must Haves, Do I Need a Will or Trust Quiz, My Family Tree Printout, 3 Paths Forward, Estate Planning Services, The Planning Process, Terminology, and How to Implement an Estate Plan.

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Consultations, advice, and group presentations are provided with the understanding that Chalk Money, LLC, its employees, representatives, officers, agents, or associates do not give legal or tax advice. Implementation and funding (transferring ownership of assets) to an estate plan is the client's responsibility. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or personalized investment, tax, or legal advice. Nothing discussed at a group presentation shall be considered specific advice. Please consult your legal advisor/tax professional regarding your specific situation.

Advisory Services are offered through Chalk Money, LLC, a DBA of Forefront Advisor Network.

Jay Kadlec is registered as an investment advisor representative. Registration as an investment advisor representative does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information that you use to determine whether to hire or retain an adviser. Past performance does not indicate future results, and there is no guarantee that investment objectives will be achieved. Investments carry risks, including the potential loss of principal.

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