1. 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

  2. Can You Use This Time at Home More Wisely?

    Do Something Special with Your Time at Home Sheltering in place is a challenge but also an opportunity. We are being given a chance to do something for our families that in normal times might seem too time-consuming. How about getting started on organizing your life and estate information in the event of something happening to you? We can help you with our digital app Life Estate Organizer. Life E…Read More

  3. Do I Need HELP with my Estate Plan Beyond My Last Will and Testament?

    OUR GUESS IS YOU DO! There has been a decrease of nearly 25% in estate plan and will preparation for American adults in just the last 2 years. Studies show that people feel that they don’t have the knowledge and resources to prepare a will or other end-of-life plans. What you may not realize is that YOU actually do have access to a secure, thorough, easy to use tool that will organize all of you…Read More

  4. Is Hiring an Attorney a Must for Life & Estate Planning?

    The simple answer is you do not need a lawyer 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 where to go for help in creating these documents? Online forms, advice and…Read More

  5. Growing 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 and a half! When in your teens, you jump to the next number or even a few ahead. I am gonna be 16! You could be 13, but hey, yo…Read More

  6. Can 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 house.  What specific issues to do you have to address to accomplish t…Read More

  7. Organizing 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 Will and Testament. 38% of Americans have a Healthcare Power of Attor…Read More

  8. From 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 consulted with an estate planning service to create our financial estate plan.  We filled out the …Read More