What My Loved Ones Need to Know

It’s uncomfortable, but it’s necessary: When you’re gone or incapacitated, your family will need to access your important accounts, have key information at hand, and most importantly, understand what matters most to you about your finances or wishes. This Seminar will help you prepare now so they can have a more comfortable tomorrow. This process is important for everyone, but even more important for those who often find themselves living away from family and friends.  Taking the time to plan now and record information for your loved ones will be the most unselfish gifts of love you can give.