PODCAST-Estate Planning for your Vacation

Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacation

What key tasks need to be considered to ensure peace of mind on your next getaway?

In this episode, Jacob breaks down the easiest ways to review your plan and ensure that no matter where you are in the world, you are protected.

Services:

Recent Posts:

The Ultimate Guide to Turning 65 and Medicare

Choosing between Medicare Advantage, Medigap, and prescription coverage can feel like decoding an alphabet soup of options. This guide breaks down the differences between Parts C, D, and Medigap—so you can protect your health, your wallet, and your peace of mind.

Read More »

Categories:

Tags: