Legacy & Enhanced Planning with Mr. B

Mr. B can help you set up your Durable Powers of Attorney (Financial & Medical) at No-COST!

These crucial docs protect you and preserve family harmony while YOU are still alive - take action today!

An important part of leaving a legacy is ensuring that after you have passed your debts (particularly you mortgage) are paid off.

Mr. B offers a free life insurance review and consultation for everyone!

Any Estate Plan is only as good as the quality of the assets that it passes on to your beneficiaries.

Mr. B offers a no-obligation Financial Review and Plan for all you assets and investments.

Mr. B is NOT an employee of the Social Security Administration - but he is capable of reviewing your Social Security statement and helping you decide when is best to take this benefit.

Yes!  It's a planning issue because when you take your Social Security affects how much you leave behind!!

Preparing for your own care as you age is also of paramount importance.  

Unfortunately, most Long-Term Care Policies are incredibly expensive.  

Let Mr. B show you a few creative ways you can address this risk, take care of yourself, and still leave a legacy to your heirs.

Mr. B, through an arrangement with Estate Guru is able to create a Will or a Living Trust at a MUCH lower rate than walking into an Estate Attorneys office.

Living Trusts can cost $5k or more.  We can do it usually for around $1,500 (and you STILL get an Attorney!).