Family. One of, if not the most, important part of your life.
We love them dearly and would do anything for them—help them study for a big test, throw them a graduation party, help them with the down payment of their first house, etc. The list is endless. And yet, we seldom consider helping them after we are gone. We all think we will live forever. Sadly, that isn’t the case. Old age creeps up on us, accidents occur, and the unexpected strikes.
You may think, “I have prepared, haven’t I”?
Well, of course. Perhaps you have purchased life insurance, created a will or trust, and/or maybe even hired a really good financial planning firm! But, wait! What good are those things if your children/heirs don’t know you have life insurance, where the will is located, or which financial planner to call?
So, what IS this missing step?
At Asset Planning Corporation, we believe there is more to life than just investing, buying insurance, and having a will. The Boy Scout’s motto is “Be prepared.” Shouldn’t we all consider having this as our motto? APC can help! We have prepared a step-by-step guide to assist everyone with documenting all of their important personal data which family members may not know, such as medical information, military service details, organization memberships and affiliations, current and past employment information, sources of income and liabilities, financial information, insurance policies, real estate specifics, social media usernames and passwords, last will and testament information, trust documents, and funeral service instructions. This guide also includes advice on how to avoid common life mistakes, what to do a few days (and even weeks) following a loss.
Also, as an added bonus, the guide also includes Five Wishes and Vial of Life information. Five Wishes is a legal document that addresses your personal emotional and spiritual needs, as well as your medical wishes. Vial of Life is designed to be your voice that “speaks” to EMS personnel when you cannot speak for yourself.
Download your free copy of Live a Life That Matters here, or contact APC at (888) 690-1231 for a bound copy. Pass along this important document to your family members and friends. Be sure to keep it in a safe place, but tell your family where it is kept!