Sunday, September 26, 2021

Death Planning - Your Best Practices

If you were to die tomorrow, would your loved ones know how to access your most important accounts? Would they know where you store cash, precious metals, crypto, real estate, and other assets? Would they know how to transfer your business, sell it, or keep it alive? Would they know what to do with your investments? Would they know who should be notified about your death? Would they know about your special requests?

I have a document which outlines my instructions and requests after I die...

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