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3 Documents You Should Have

Posted on Wed Feb 13th, 2013 at 10:39 amHere is the link to a video I recently created with Tom Boudreau of R & R Insurance about 3 essential estate planning documents.  
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Alert from Wisconsin Department of Financial Institutions Part 3

Posted on Mon Feb 11th, 2013 at 2:25 pmThis article appeared in the Milwaukee Journal Sentinel on February 10, 2013. Note that the state Attorney General is now involved.  
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Alert from Wisconsin Department of Financial Institutions Part 2

Posted on Mon Feb 11th, 2013 at 1:13 pmHere is a copy of a letter and a form which has bee sent to Wisconsin businesses.  
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Alert from Wisconsin Department of Financial Intitutions

Posted on Fri Feb 8th, 2013 at 3:58 pmI received the following alert from the state of Wisconsin. Do not get caught in this scam. Call the DFI if you are contacted by this company.
  
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