1. 5 Key Questions to Ask to See if You Need a Financial Advisor?

    Thinking about your finances… and wondering if a financial advisor would be helpful? Ask yourself these 5 questions: Can you manage your own money or are you struggling to keep up? Do you have the knowledge to successfully invest your money? Do you have the discipline necessary to manage your money? Are you good at managing your money for the short and long term? Are you good at establishing mon…Read More

  2. 5 Reasons Everyone Needs an Estate Plan

    We really like this quote by Alan Lakein “Planning is bringing the future into the present so that you can do something about it now.”  In short, that is what an Estate Plan does for you. As we have discussed before in our 7 Must-Have Estate Plan Documents, no matter what your economic status you should have an estate plan to protect your assets, whatever they may be, for yourself and your fa…Read More

  3. Do I Need to Be Tech-Savvy to Fill Out A Life and Estate Plan?

    If you are the least bit proficient in conducting internet searches, you can secure all the information that you need, and then some, to comprehensively create your life and estate plan. The Search An internet search of keywords such as Estate Plan, Estate Planning, Document My Life, Life and Estate Plan, etc. will bring up an abundance of information for you to review on each subject. Understandi…Read More

  4. How Should I Communicate My After-Death Plan?

    A friend recently contacted us to tearfully explain that her spouse had passed away and while he had a LEO subscription, he’d never input any of the information that would help her understand their finances or his after-death wishes. She was left completely at a loss and had no idea where to begin. We were heartbroken for her because this did not have to happen. All the tools were at our friend…Read More

  5. Communicating Our Life Stories | LEO Plans for Life

    When we are born, we have our whole life ahead of us.  When we are older, we become more aware that we have our whole life ahead of us as well, but the time available is not as great as when we were younger. Life is a collection of stories and lessons learned.  No matter who we are or what we have done, we have our own life stories.  As a child our experiences may not be as fresh in our memorie…Read More

  6. 7 Must Have Estate Plan Documents & LEO to Keep It All Secure

    A GOOD PLAN is like a road map. It shows the final destination and usually the best way to get there.  Quote by:  H. Stanley Judd. If you have children, own a home, or are 35 years of age or older, you should initiate actions to have these Must-Have Estate Documents complete and stored in a safe location to be available to loved ones when required. No matter your level of wealth, the documents l…Read More

  7. What Should I Communicate About My Life?

    Everybody has a Life Story. Everybody should document their Life Story. No matter who you are, being a human being and living on earth makes you a one of a kind person. You may be reluctant to document your life, but we can guarantee someone in your family will cherish the information you share. After all, your life story was shaped by your ancestors which has not only shaped your life but also th…Read More

  8. 7 Things to Know Before You (or a Loved One) Pass Away

    Life Estate Organizer (LEO) is about estate planning, but not in the manner you might think --we aren't asking you to invest your money in an investment program. That is not us! Our investment request provides you with Peace of Mind in a much different way. LEO provides a secure, organized, comprehensive digital archive of all that you wish to share with loved ones should you pass away or become i…Read More

  9. What’s an End-of-Life Plan & Do You Need One?

    The Coronavirus has caused many of us to think about how fragile life really is. What would happen if we got sick, incapacitated or experienced the inevitable outcome?  What would happen to our families and loved ones? Those questions beg another question… Do you have an End of Life Plan? An End-of-Life Plan is your way of communicating what you wish to happen as you approach the end of your li…Read More

  10. LEO Secures – Protect Your Life and Estate Information

        Security in our life is a very important issue.  It is crucial to have in our finances and all matters surrounding our personal and social life.  We go to great lengths to protect ourselves from danger and should expect the same level of diligence with regards to our private data. Life Estate Organizer (LEO) is the answer to the question of how do I secure my personal information in the di…Read More