Financial Information Checklist
In these troubled times, it's important to prepare a checklist of critical financial information about yourself, so your family and loved ones won't be burdened at a time of crisis.
This information should be kept somewhere safe, yet accessible. Don't keep it in a safety deposit box, but do keep it somewhere secure (for example, with your attorney or your accountant) so no unauthorized person could gain access to it.
We have prepared a partial list of the information that you should have - please click to view or print it: Financial Information Checklist | pdf
Categories: Assets / Financial Planning