1. 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

  2. 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

  3. 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

  4. 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