1. What Do You know About Estate Planning? Take Our Quiz

    Do you picture something like this when you hear “Estate Plan”? If so, you are overthinking… and in some ways underthinking this type of planning. An “Estate” is simply “what you own” however large or small. An estate plan helps loved ones settle your accounts and belongings upon your death and can help them exercise your wishes if you become incapacitated. No plan? Your family or fr…Read More

  2. What Happens to Your Email Accounts When You Die?

    Ask yourself these questions: How many email accounts do you have? What happens to your email accounts if something happens to you? Can someone access your email accounts after you have passed? Laws governing email accounts in the United States can vary state by state and by your email account provider. You can be assured your email accounts will be treated differently after you die. If you have a…Read More

  3. How to Write An Obituary

    In our lifetimes it is inevitable a loved one, friend and we will pass away. It is an unfortunate fact. When this occurs, you may be called upon to write an obituary by yourself or along with others. You may even consider writing your own obituary. Below we have outlined our thoughts on this subject. First of all, what is the definition of an obituary? An obituary is a published notice of death. I…Read More

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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