September 30, 2020 Financial Planning

Using Organizers to Make Life Easier for Your Family and Yourself

Make sure your assets end up in the right hands if you die or are incapacitated

By Michael L. Goldblatt

Organizing personal information is frequently overlooked in both estate planning and life. Organizers gather information and documents together for easy access in case of disability or death. Organizers also help advisors and family avoid a paper chase in case of a disaster, emergency, or health crisis. This article has tips for organizing personal information and resources to prepare for the unexpected.

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