Whether you are concerned for your own personal needs or your business, A Guide to the Future, will help you record your intentions to protect your family or business.
The guide gives you space to record important information. It includes sections to record personal financial items such as:
- Wills and Trusts
- Bank Accounts, Mutual Funds and Annuities
- Savings Bonds and Stocks
- Life Insurance, Health Insurance, Property/Casualty Insurance
- 401(k), Retirement and Pension Plan information
- Business Ownership
- Final Wishes
It will also help you identify those areas of importance in your personal documents that you may have overlooked.
Fill in the areas of the guide that pertain to your individual situation, use the TAB key to move between fields, and print the document. Please feel free to contact me to review your needs and discuss the best alternatives.
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