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Programs

The Giving Forward Program

Let’s focus on the here and now with your family and your kids because you don’t want to have worry about what happens to them after you’re gone

Stop and imagine for a moment how it would feel to….

  • Know exactly where to find your key financial documents at the drop of a hat
  • Understand the law as it applies to your family if you or your partner got sick, or died
  • Feel confident that you created a net of protection around your kids and loved ones
  • Have a plan to follow in case you ever had to make medical decisions for your partner
  • Know that you can take a parent’s only vacation and leave the kids with their grandparents

 

When you create you Last Will and Testament (or Living Trust) using the Giving Forward Program, you get organization, customization, and an easy to follow program that walks you through the four-step process so you are in control and get to create your own unique and customized Giving Forward plan.

Children's Action Plan

The Children's Action Plan

Imagine knowing that your kids will be safe, loved, and cared for no matter what happens to you

We want to make sure that our kids feel safe, loved, and taken care of, but our kids don’t know that we lie awake at night, brow furrowed with worry.

Sometimes we’re worrying if they had a full serving of fruits and vegetables today (ketchup on dino nuggets does double duty, right?)

Other times, our brains are filled with more serious thoughts …

Sometimes we lay awake at night thinking about what happens to our kids if we die?

Meet the Children’s Action Plan, an easy to follow, step-by-step method that helps you create and customize the plan that will ensure your kids will always be raised in the way that you want, by the people that you want, no matter what happens to you.

 

 

 

 

 

 

 

 

Wills for Medical Heroes

Every day you’re going to work, you’re risking your own well being, your health, and the safety of your family.

When you come home, you’re stripping down in the garage, sanitizing your scrubs, and showering under the hottest water you can stand. Then you’re eating dinner 6 feet away from your family, you’re sleeping in a different room than your partner, and you wake up and do it all over again the next day.

Day after day you’re putting others before you, before your sanity, and before your family.

While, we can’t do much to help you at work, we can do something to help ease your stress levels by helping make sure that your family will be taken care of, no matter what happens to you.

That’s why we’re offering free Wills for our Medical Heroes.