stewardshipadvisorygroup.myestatemanager.com
My Personal Checklist | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/mypersonalchecklist
Back to Stewardship Advisory Group. Stores individualized checklists of steps completed during the estate planning, preparing, and managing process. You must register or login to use this feature. This site is published for residents of the United States only. Registered representatives and investment advisor representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Providers listed on this site that have not been specifically identifi...
stewardshipadvisorygroup.myestatemanager.com
Find A Provider | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn
Back to Stewardship Advisory Group. Enter a zip code and click on a category to access our directory. This site lists providers to help with estate planning and administration. Included are:. General listings: names, addresses and phone numbers. Featured advertisers and referrals. Featured advertisers and referrals that have passed our 15-point checklist. Providers designated as having passed our 15-point checklist. Have been reviewed based upon:. Standing in the community. National Sex Offenders Registry.
stewardshipadvisorygroup.myestatemanager.com
Financial Advisors | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/financial_advisors
Back to Stewardship Advisory Group. Financial planning before and after a death are equally as important. Before the death, a financial plan can become a blueprint to everything in the estate as well as the intentions of the estate plan. Financial plans involve five areas: tax planning, insurance planning, investment planning, retirement planning, and estate planning. A comprehensive financial plan brings peace of mind and confidence to the family. General listings: names, addresses and phone numbers.
stewardshipadvisorygroup.myestatemanager.com
Nursing Homes | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/nursing_homes
Back to Stewardship Advisory Group. Skilled nursing facilities (commonly known as nursing homes) provide residential accommodations as well as medical care for the elderly and those needing care 24 hours a day. Nurses and aides are on duty at all times, and physical, speech and occupational therapy is usually available. This site lists providers to help with estate planning and administration. Included are:. General listings: names, addresses and phone numbers. Featured advertisers and referrals. The inf...
stewardshipadvisorygroup.myestatemanager.com
Guardian/Conservator | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/guardian_conservator
Back to Stewardship Advisory Group. More information can be obtained from www.guardianship.org. Alternatives to Guardianship and/or Conservatorship. Affected rights of the individual. The legal process involved in establishing Guardianship and/or Conservatorship. The determination of a Guardian or Conservator’s scope (oversight of an estate vs. oversight of a person). Generally, a Guardian is a court appointed fiduciary who is responsible for ensuring that the personal. Featured advertisers and referrals.
stewardshipadvisorygroup.myestatemanager.com
Insurance Agents | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/insurance_agents
Back to Stewardship Advisory Group. Insurance agents represent insurance companies to families, businesses, and individuals. Insurance agents may be employed with an independent agency, allowing customers to choose products from a number of different companies, or the agent may be a representative of one major company. They facilitate the selection and implementation of appropriate insurance policies for life, health, and property. General listings: names, addresses and phone numbers. The information in ...
stewardshipadvisorygroup.myestatemanager.com
Caterers | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/caterers
Back to Stewardship Advisory Group. Caterers may be hired to provide food service for any gathering of people. Their services are often used following a funeral or at times when a large number of family members, friends, or colleagues are gathered together. This site lists providers to help with estate planning and administration. Included are:. General listings: names, addresses and phone numbers. Featured advertisers and referrals. Begin by entering the zip code for the desired location of a caterer.
stewardshipadvisorygroup.myestatemanager.com
Hospices | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/hospices
Back to Stewardship Advisory Group. Hospices provide humane and compassionate care for people in the last phases of an incurable disease allowing them to live as fully and comfortably as possible. The goal of hospice is to enable patients to continue an alert, pain-free lifestyle while managing other symptoms. Last days can be spent with dignity and quality, surrounded by their loved ones. To find the best hospice for your needs, ask your doctor, healthcare professionals, clergy, social workers or friend...
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Charitable Planning | My Estate Manager
http://stewardshipadvisorygroup.myestatemanager.com/spn/charitable_planning
Back to Stewardship Advisory Group. Charitable institutions are volunteer organizations established for philanthropic, patriotic, educational, humane, scientific, public health, environmental, civic, or other charitable purposes. Charitable institutions may play a significant role in estate planning and administration. Charitable organizations are defined by state laws and requirements for federal tax relief set forth by the IRS. General listings: names, addresses and phone numbers. The information in th...
