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Estate Plan Book

Personal estate planning course lesson book. The first lesson identifies the steps which you should take to put together a personal estate plan which meets your goals... Read More

Free "Survivor's Guide" Financial Organizer

Do your loved ones know where you keep your valuable financial and legal documents or how to contact your financial advisor, insurance agent or attorney? With the help of our complimentary organizer "Survivor's Guide: Take Time to Plan" you can impart this information and assemble the documents that will ease the burden on your family when you are gone. Download our complimentary guide here.

Helpful Hints for South Florida Seniors

I work closely with some of my elderly clients who have had to move into an assisted living facility. Much of the assistance they have needed was provided by my office. I am always happy to recommend various professionals, and I want to share the following referrals, and let you know that these services exist. Much of this is probably new to you as well. Helpful Hints for Seniors