Posts by madwire
What’s in An Estate Plan Beyond My Last Will & Testament?
Only 45% of Americans have a Last Will and Testament or a Living Trust. Only 38% have a Healthcare Power of Attorney. Estate planning is the process of anticipating and arranging for the management and disposal of your possessions in the event of incapacitation or death. An estate plan typically includes power of attorney, advance…
Read MoreIs Hiring an Attorney a Must for Life & Estate Planning?
The simple answer is you do not need an attorney to assist with your life and estate planning documents. However, like all things in life, it depends on the circumstances. Getting Started In making this decision, you should ask yourself the following questions: Am I capable of creating my life and estate documents? Do I know…
Read MoreWhy It’s Important to Organize Your Life… and End of Life Plans
It is very easy to plan for an event when you know the date… Christmas is always December 25 Independence Day is always on July 4th. Your birthday is on the same date every year. However, it is nearly impossible to plan the timing of an uncertain event: an accident, catastrophic weather or fire, critical…
Read MoreGrowing Old as Described by Comedian George Carlin
George Carlin reminds us, the only time in our lives we like to get old is when we’re kids… When asked how old you are? If you are less than 10 years old, you are so excited about aging you think in fractions. I am four and half going on five. You are never thirty-six…
Read MoreCan I Organize My Own Life and Estate Plan?
Of course, you can! Organizing your life and estate plan is like anything else… You can accomplish anything you set your mind to. Keep working toward your goal and before you know it your goal will be accomplished. Goals have to be defined. They have to be specific. For example, consider the goal of building your own…
Read MoreOrganizing Your Estate – It’s Important… and Now It’s Easy
“Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein Estate Planning by the Numbers Statistically, Americans can always do a better job of life and estate planning: 59% of Americans have Life Insurance. 17% of Americans have Financial Advisors. 45% of Americans have a Last…
Read MoreFrom Light Bulb Moment to Successful Product Launch – The Story of LEO
How LEO – Life Estate Organizer Came to Be One of the most frequent question that I’m asked when speaking with people about our life and estate planning tool, LEO is, “How did you come up with it?” Well, here’s our little story… It All Started with Business as Usual My wife, Mary Ann and I…
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