Posts Tagged ‘heirs’


Which Financial Documents Should You Keep On File?

Icon Provided by Joseph Regenstein IV, CMFC on March 7, 2012

What should you store in one easily accessible place? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on [...]

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Leaving a Legacy Plan

Icon Provided by Joseph Regenstein IV, CMFC on March 6, 2012

We will all leave this world sometime. Why leave unanswered questions with those we love? We all want to live a significant, successful life. Yet how many of us realize that our important, positive contributions can last long after we are gone? Two things are certain: death and taxes. Some of us grasp that reality [...]

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