Products
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Essential Estate Planning 2025 Guide
Digital downloadMaster the essentials of estate planning with my comprehensive guide, covering Wills, Power of Attorney, and Healthcare directives, plus a checklist to prepare for your attorney meeting.
Free
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2025 Guide to Social Security
Digital downloadI present a comprehensive guide to Social Security benefits, detailing types, eligibility, taxation, and more to help you make informed decisions about your financial future.
Free
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Your Long-Term Care Blueprint
Digital downloadI’ve crafted a guide to help you navigate long-term care planning, covering housing options, costs, payment strategies, and a helpful questionnaire for personalized planning.
Free
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Navigating Family Dynamics in Caregiving
Digital downloadDiscover how family dynamics impact caregiving roles. I’ll share practical tips to minimize conflict and foster family unity while preserving your aging parents' dignity.
Free
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Wealth and Honor Community
CommunityThe Wealth and Honor Community is a community of financial caregivers, guardians, family trustees, and honoring adult children, committed to serving their aging loved ones with compassion and integrity.
