Insurance

There are many forms of insurance. As a whole, insurance is a set of specialized tools that are used to deal with certain insurable risks. Insurance is the foundation of any financial plan. These booklets are designed to help you better understand the insurance tools.

Life Insurance Explained - An information sheet that discusses the various types of life insurance and presents a Life Insurance Needs Analysis methodology.

Avoid Mistakes in Buying Long-Term Care Insurance - Statistics indicate that over half of all senior citizens, those over age 65, will require long-term care. This booklet discusses LTC insurance and highlights ways to potentially reduce its' cost.

Estate Planning

Executor Duties - A short list of items to consider should you become an estate's executor.