Estate Planning Pitfall: Your family doesn’t know where to find your records

On October 5th, 2012, posted in: News by

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If you died today, would your family members know where to locate your will, trusts, life insurance policies and other critical estate planning documents? What about bank and brokerage accounts, IRAs or other qualified retirement plans, mortgages and other loans, real estate documents, tax records, and automobile titles? The last thing you want is to […]

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