|
Everyone
should complete our Estate Inventory Booklet.
 To order your copy,
click here
"Things
You Will Need To Know ........When I Cannot Tell
You"
Our
Boomer Wealth Coach Checklist contained in this Booklet is a
handy list of Government Offices and other Agencies that might need
to be contacted when settling an Estate.
It is
important for you to complete and update an Estate Inventory often,
so that your financial affairs are properly organized. Many
people spend more time planning their annual vacation than their
Estate distribution.
What would
happen if there is a serious illness or death? Who else knows
your wishes? Write them down in our easy to follow Estate
Inventory Booklet.
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.
To obtain a copy for yourself,
click
here
"Thank you for the wonderful
piece of mind that comes from knowing that everything
has been put in its right place.Your Booklet was an easy "map" to
get there" E.W.
What follows next are some items
that might be needed to settle an Estate. Order these forms
through us. These steps are only part of the process!
Get our Booklet today!
Call us anytime if you need our help.
|