1. 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

  2. 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

  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. 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 directives (living will dictating health-related wishes), trusts,…Read More