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LEO Life Estate Organizer – Your Secure Digital Lockbox in the Cloud What Does LEO Do? Organizes and secures all the data needed to settle your estate. What Else Does LEO Do? Allows you to upload all your formal documents from estate and financial plans to insurance, personal history, and more. If it’s important to you, LEO…
Read MoreThink about it… how many online accounts do you access on a regular basis? 10, 20, 50, 100? Would it surprise you to know that most American email addresses are attached to 130 online accounts? So, what happens to all of those accounts when you pass away? Let’s dig in and see what you should know…
Read MoreMobile phones have become essential to our lives. Just look around while at the store, in an airport, walking around town or anywhere else and you will see people using their cell phones talking, texting, taking pictures, creating emails and videos, and even playing games. There are over 279 million mobile phone users in the…
Read MoreDo 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…
Read MoreAsk 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…
Read MoreIn 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.…
Read MoreThinking 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…
Read MoreWe 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…
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