218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235

920.743.9117

Door County WI Estate Planning Blog

Friday, July 2, 2010

2010 ANNUAL UPDATE MEETING

June 7, 2010 was the time for our 7th Annual State of the Estate meeting.  Congratulations to the winners of our drawing. Bob Brogan won  2 tickets to the Baylake Bank Tall Ship Festival www.tallshipgreenbay.com. Paul Kieffer  2 tickets to the PGA Championship Friday August 14, round at Whistling Straits www.pga2010.com.

Two new exciting changes at Ross Estate Planning were announced. Check out our website for more details. www.rossestateplanning.com  

"R" club               Ross/Review/Revise. This is our new yearly review program. Your estate is too important to fall victim to law changes or to let new opportunities pass you by.

Legal Vault         Secure access to healthcare directives when you need it most; plus electronic storage of your critical documents. This service is included in your "R" club program membership.

Romeo Raabe www.TheLongTermCareGuy.comhas a strong interest in cheap travel. He provided a number of insights and websites to help you in your travels. Call us to get a copy of his information. After the meeting he gave me another great tip:

"For people who travel out of the country, it’s a good idea to scan your passport and then email it to a free email account such as Yahoo or Google's gmail. Then if yours is lost while traveling, you can bring up a copy from any internet terminal in the world. Also print a color copy and then have it laminated. It can be carried in a swimsuit and not get wet."

Please feel free to share this information with your friends and family.


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218 North 14th Ave, P.O. Box 317, Sturgeon Bay, WI 54235
| Phone: 920-743-9117 | 866-743-9117
2300 Riverside Drive, Green Bay, WI 54301
| Phone: 920-743-9117 | 866-743-9117

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