Organizing Personal Records Book & Download

Building The Connection: Organizing Family Records & Planning Ahead

Life Planning Book. HFG Financial Kalamazoo, MI

This book offers simple and clear ways to organize important information, so that you and your family can be prepared for whatever is to come.

Building the Connection also provides you with the knowledge necessary to navigate the estate planning process, so that you can efficiently organize your important information and get your affairs in order.

Topics Covered:

  • Wills
  • Trusts
  • Trustee
  • Selecting an Executor
  • Beneficiary Designations
  • Guardian for Minors
  • Durable Power of Attorney
  • Living Will
  • Medical Power of Attorney

Forms Included:

  • Personal Information
  • Medical Information
  • Insurance Information
  • Fixed Income Sources
  • Asset Information
  • Legal and Profession Information
  • Estate Planning Information
  • Funeral and Burial Instructions

Download a Free Digital Copy of this Book

City and State

Or Purchase a Paperback Copy On Amazon

Purchase Paperback Copy

Book Reviews

Organizing Personal Records Book & Download

Building The Connection: Organizing Family Records & Planning Ahead

Life Planning Book. HFG Financial Kalamazoo, MI

This book offers simple and clear ways to organize important information, so that you and your family can be prepared for whatever is to come.

Building the Connection also provides you with the knowledge necessary to navigate the estate planning process, so that you can efficiently organize your important information and get your affairs in order.

Download a Free Digital Copy of this Book

City and State

Or Purchase a Paperback Copy On Amazon

Purchase Paperback Copy

Book Reviews

Organizing Personal Records Book
& Download

Building The Connection: Organizing Family Records
& Planning Ahead

This book offers simple and clear ways to organize important information, so that you and your family can be prepared for whatever is to come.

Building the Connection also provides you with the knowledge necessary to navigate the estate planning process, so that you can efficiently organize your important information and get your affairs in order.

Download a Free Copy
Purchase a Paperback Copy
Read Book Reviews

Download a Free Digital Copy of this Book

City and State

Or Purchase a Paperback Copy
On Amazon

Purchase Paperback Copy

Book Reviews