The 25 Documents You Need Before You Die.

July 8, 2011

The Wall Street Journal recently published an article entitled The 25 Documents You Need Before You Die.  If you have not read the piece, please click here.
Planning for death does not sound pleasant. But, the alternative-dying unprepared, can be so much worse. This article, explaining the documentation required by those responsible for an estate of any size, represents a good start to the preparation process.
But, each of us embodies unique situations requiring specific strategies. We recommend that you begin by itemizing assets and liabilities. Then, schedule a discussion with your advisors. Qualified advisors can help to develop the specific strategies required by your family dynamic, lifestyle and profession.
Once your documents have been completed, loved ones should be informed. Someone will need to understand what to do in the occurrence of an unfortunate event. That is, where your important documents are stored and key advisors to contact.
Please read this article and consider your situation. Following, feel free to call me should you have questions. Our team has a process designed to assist in the completion of this process per each client's specific objectives. This includes working with other advisors to help manage your financial spectrum and develop a comprehensive plan on your behalf. The process culminates in the electronic storage of your important documents in our secure, online vault.
Remember: this process represents an act of love for those you love. Once completed, it can bring great peace of mind.

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