Are you worried about your elderly parents? Do you understand their assets, liabilities, and expenses? Do they have life insurance? Do they require a DNR?
Don’t burden your family and loved ones – by having everything in one place organized you will eliminate confusion and guessing, alleviate stress, and provide everyone with peace of mind.
MyFamilyPlan is an estate planning worksheet and checklist that organizes all the details of your life in one place from finances to end-of-life planning.
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Are you worried about your elderly parents? Do you understand their assets, liabilities, and expenses? Do they have life insurance? Do they require a DNR?
How can you help your clients inventory assets, liabilities, income, and expenses? How can you provide a value-added deliverable that will help them with continued
Chat with us!