Personal Records Organization
Personal Records Organizer
"Does your family have access to where all documentation is located?"
You must keep your spouse in the loop. If you either pass on or are unable to act your spouse &/or executor must have all the information necessary to make sound decisions.
Paul is a Certified Financial Planner (CFP) licensed by the Financial Planners Standards Council; Financial and Estate Plans are provided under that license.
The information contained in this website is intended to provide general guidelines only. The application and impact of the law can vary widely from case to case based on the specific or unique facts involved. Accordingly, the information in this article is not intended to serve as legal, accounting or tax advice. Users are encouraged to consult with their professional advisers for advice concerning specific matters before making a decision.
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