Preparing for transition is the most thoughtful choice you can make for the loved ones you leave behind. This section of our website was developed to give you resources that will assist you in deciding what planning options fit your needs. Once you have decided on the right insurance plans and have gathered all the necessary documents, let us help you organize your administrative documents on a safe, secure portal. Subscribers to Plan the Course© have access to these documents at their fingertips on our platform. Register here.

Ensure that you keep your files current by updating them whenever you have major life events.


Insurance: Determining your needs


Although there are 5 Types of Insurance That Everyone Should Have, there are three that are crucial to estate planning:

  LIFE INSURANCE:

.  HEALTH INSURANCE:

.  HOMEOWNERS INSURANCE:


Estate Planning: Protecting Your Legacy