To ensure your physical and mental well-being, we provide monthly or quarterly well-being checks. This ensures that in the event you’ve become incapacitated or have reached end-of-life your Snapshot Report and files can be immediately shared with y...
Read More ›The advantage of a digital storage vault is heightening security measures to prevent natural disasters from destroying important documents in your home and simplified sharing of critical files such as advance directives, medical power-of-attorney, or...
Read More ›Stated below are more essential details your estate plan should contain: c. Information regarding the transfer of your assets and business at retirement, disability, or death. d. Life insurance to provide for your family in the event of death. These ...
Read More ›The person you choose to be your Medical Power of Attorney should be: a. Ready to adhere to your wishes. b. Willing to discuss medical/end-of-life care. c. Capable of advocating for your care and rights....
Read More ›Life insurance protects your family and provides a financial safety net that is non-taxable. Some life insurance can also be used to supplement your retirement so talk with an agent today and protect those you love from uncertainty....
Read More ›A Financial Power of Attorney is a legal document that authorizes a trusted agent to execute financial decisions for you. Financial POAs are usually in effect when you become incapacitated or have reached end-of-life....
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