1. 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

  2. Why 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, or critical health incident. Catastrophic events interfere with our lives.  These occurrences affect…Read More

  3. 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