Videos, Forms, & Free Stuff
Small Business & Leadership
- Gary’s Free E-Book: Accidentally Self-Employed [Click here] – Deciding when to incorporate or form an LLC.
- NEW – Leadership Series eMails – 12 essential topics for leaders – delivered once a week to your inbox – [CLICK here]
Estate Planning (California only)
- Living Trust Basics Free E-Book: Living Trust Basics
- Video: Estate Planning in 3 Minutes
- Estate Plan Worksheet (click here to download pdf)
- EP Basic Asset Checklist (click here to download pdf)
Parent’s Corner – California Guardianship
Value Calculators
Finances
- Simple Household Budget (Excel Spreadsheet Download)
- Simple Spending Plan & Graph (Excel Spreadsheet Download)
- Detailed Allocated Spending Plan (Excel Spreadsheet Download)