Are Your Ducks in a Row?
Donna Skeels Cygan, CFP?, MBA
After a 22 yr. career in financial planning, I am writing my 2nd book "Becoming Enriched." I speak publicly, do podcasts, and help journalists with articles.
It's a New Year, and Time to Get Organized! Or, Help Your Clients Get Organized!
I created a document that is extremely helpful for getting your estate planning affairs in good order and in one binder. I created it for my financial planning clients before retiring a few years ago, and I’ve now updated and expanded it.
Many people who have used it have reported that it gives them peace of mind to have everything in one place. It will help your spouse or partner if you become disabled or die first, and it will help you if you survive your spouse. It will help your children if they are left with the arduous chore of settling your estate after you die.
Called a “Master Financial and Estate Planning Binder” it contains the following topics:
The document walks you through each of the above topics, offering tips on what to include in the binder and what needs to be reviewed occasionally.
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To receive the document, sign up for my free newsletter here. It is free of charge, and I do not share email addresses. There are no ads, and my newsletters are full of articles about how to manage – and enjoy – your money.
I hope you find the Master Financial and Estate Planning Binder document helpful. Feel free to give it to your friends, family, and clients.
Donna Skeels Cygan, CFP?, MBA is the author of The Joy of Financial Security,?and her upcoming book?Becoming Enriched.?She owned a fee-only financial planning firm in Albuquerque for over 20 years before recently retiring. She welcomes emails from readers at [email protected].
When you subscribe to receive my free digital newsletter, Becoming Enriched, you will receive the “Master Financial and Estate Planning Binder” document, which simplifies estate management for your loved ones in the event or your death or disability. To receive the document, sign up for my free newsletter here.