1. 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

  2. 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