Dying without a valid Will means the State will decide who would parent your children, and distribute your assets according to the State's statutory scheme rather than your own personal preferences.
To that end, Debbie Whitlock, President of Sound Financial Partners and Stacey Romberg, Attorney at Law- a 2008 WBO Women of Excellence Candidate - have partnered to provide two Family Love Letter Private Briefings, featuring nationally recognized speaker and author Donna Pagano of The Family Love Letter, LLC.
These briefings will guide participants through the steps necessary to create personal estate plans and Wills and to create the dialogue around these topics that can be shared with their families.
In drafting Family Love Letters, individuals give their families a lasting and important gift - all the vital information loved ones need to know in case of sudden incapacity or death. Completed with financial professionals, these individuals are literally making plans and taking inventory on behalf of their families - financially and otherwise. The letters include information about: completed Wills; contact information for lawyers, accountants and other key advisors; insurance policies; statements of ethics and Memorial Instructions.
"No one likes to think about these matters, but we can't overstate the importance of the Family Love Letter. It prepares loved ones for the confusion of difficult circumstances," said Pagano.
Pagano continues, "By pulling these important documents together and leaving important details in one place - email passwords, codes to the safe, etc. - men and women are getting their house in order for the good of those they care about most."
Even if you believe your estate plan is complete it is certain that the wisdom Donna will share will remind you of the little details that are often overlooked.
This event is free of charge to the public - pre-registration is required.
Official Website: http://www.soundfinancialpartners.com/the-family-love-letter/
Added by FullCalendar on September 15, 2008