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Free Estate Planning Directory
What if something happens to you and your spouse? Would your children easily find your Wills, bank accounts, brokerage accounts, deeds, etc? The Estate Planning Directory will help you organize important information about your personal and financial affairs. This convenient record can be updated easily on an annual basis, or more frequently if required. It will also help your survivors wind up your personal affairs in an orderly manner. I encourage you to use it as soon as possible and let someone (other than your spouse) also know where it is at all times. Download Estate Planning Directory "I have known Mark for about 10 years. He is entirely honest and trustworthy, and exceptionally knowledgeable about insurance and money management. On top of that, he is one of the most personable peop... " Read more Aaron Mitnick Lawyer Botnick Legal Services "You just never know... I remember thinking about critical illness insurance... do I need it, how much is reasonable, what's the cost, and so on. I considered not getting it, as getting sick was such ... " Read more B.A. Business Owner, Healthcare Consultant "In my dealings with Mark Halpern over the last 12 years, I have found him to be exceptionally ethical, reliable and client-centered. He has expert knowledge and experience in the insurance industry an... " Read more Daniel Sacke B.COMM CFP CSA Vice President BMO Nesbitt Burns Inc. www.thesackegroup.com | |
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