The Estate Navigator

Individual License

License for single individual.

Multiple License

If you are an entity that would like software customized or white labeled to your organization, inquire about our multiple licensing options.

The Estate Navigator is an innovative data collection tool designed to simplify and streamline your estate planning process. The essential sections guide you to ensure that no aspect of your estate is overlooked.  The Estate Navigator can be stored safely on your computer and can be accessed at any point or printed out if that is your preference.  The document can be password protected (via Adobe) and securely shared with the trusted individuals involved in your life.  Once the transaction is completed you will receive an email with a license key and instructions to assist you with the download.  Thank you for your purchase and enjoy your Personalized Estate Navigator.

Description

In this episode of Up Your Assets, host Ray Ferrara and insurance expert Bill Askins delve into the complexities of Medicare, discussing its various parts (A, B, C, and D), the importance of understanding enrollment periods, and the differences between Medicare Advantage and Supplement plans. They emphasize the need for personalized advice and the potential pitfalls of late enrollment penalties, providing listeners with essential insights to navigate their Medicare options effectively.

Acknowledgements and Important Disclosures