1. 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

  2. What’s an End-of-Life Plan & Do You Need One?

    The Coronavirus has caused many of us to think about how fragile life really is. What would happen if we got sick, incapacitated or experienced the inevitable outcome?  What would happen to our families and loved ones? Those questions beg another question… Do you have an End of Life Plan? An End-of-Life Plan is your way of communicating what you wish to happen as you approach the end of your li…Read More

  3. 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

  4. 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

  5. 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