RSSEstate Planning
You have taken the first step to ensure future financial security for you and your family. An Estate Planning Directory is only one tiny piece of a properly organized and implemented family plan.
Most people spend less than five minutes per year even thinking about what would happen if they experience a serious illness or death in the family. How much time have you spent?
My clients enjoy the wonderful piece of mind that comes from knowing that everything has been put in its right place. This Estate Planning Directory will help you organize valuable information about your personal financial affairs. You should review and update it regularly so it always contains current information to help your survivors wind up your estate in a timely and tax-effective manner.
Keep it in a safe place with all your important papers and inform your family and your executors of its whereabouts.
Call me anytime if you need my help.