Reports

Funeral Planning

For surviving family members, the hours and days following a loved one’s death is no time for weighty decisions. For many Americans, however, this will be the first time they think about the preparations for...

Are Your Bank Accounts Safe?

This report informs the reader of what FDIC actually is and explains the basic coverage FDIC offers. The report focuses on how to maximize your FDIC coverage, with the right planning. Any concerns the reader...

Your Life, Your Final Say

Terri Schiavo’s voice can still be heard, just in a different manner than before. Want to make sure you have the final say in your life? This report will tell you how the proper estate...

The Trouble of Joint Tenancy

Joint tenancy ownership of property is sometimes used as a substitute for an effective estate plan. Is this a good idea? Read this article to find out.

The Nightmare of Living Probate

For most of our lives the greatest risk to our well-being isn't death. It's the ever-growing likelihood of becoming seriously ill or injured.

15 Common Reasons To Do Estate Planning

Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who will manage your affairs after your pass away. These are...

Peace Of Mind

As citizens of a culture that worships youth, most of us find it nearly impossible to admit our own mortality, much less make plans for that eventuality. Denial, however, offers no protection from the inevitable....

Creating a Lasting Legacy

Traditional Estate Planning can certainly address legal technicalities and basic financial concerns, but most people want to pass on much more than just financial assets. Legacy Wealth Planning is a revolutionary approach that helps to...

Beware of Living Scare Tactics!

There is so much conflicting information regarding estate planning options, it’s difficult to know whom to trust. Don't be fooled by the most common myths that have been used to scare the public.