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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