The amount of work that needs to be done when someone is incapacitated or passes is time consuming and daunting. Not only will your family have to navigate through the tax and legal system, but they will be dealing with institutions whose primary goal will be fraud protection and they will not readily talk. Your heirs will need your guidance at a time when you cannot provide it. In this class, you will learn how to create and maintain a Family Binder that gives your family or agent the crucial information they need. The goal is to have a 1-page instruction sheet, followed by essential legal, tax, account, and other back-up documents. Binder and other materials are provided.
Barbara Norman, CFP®, ChFC® CDFA® is the CEO of Sage Path Solutions, the Founder of The Women’s Financial Academy – a CA non-profit organization dedicated to education, and a member of Ed Slott’s Master Elite IRA Advisor program. Barbara has a tax background and has served in the financial services industry since 1986.