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09/07/2018
The Book
Family financial and personal document organizer
An unexpected or sudden death or disability can force you or your family to make critical decisions at a moment when it is most difficult. When tragedy strikes, it is hard for loved ones to know where to turn for the information needed to make the “right” decisions.
This book is intended to be a resource to help you and your advisors make crucial decisions at life’s most critical moments. It will answer such questions as:
- What are bank, investment, and other account numbers and passwords?
- Where are important original documents stored?
- Who are our advisors, and how can they be reached?
- What are our wishes upon illness, and upon death?
- What debts and obligations should others be aware of?
Subject matter expertise
Lawrence Lipoff
CPA, TEP, CEBS, Director, Trusts & Estates Tax Services
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Any advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues. Nor is it sufficient to avoid tax-related penalties. This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice specific to, among other things, your individual facts, circumstances and jurisdiction. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.