Planning for the Unplanned

Ask yourself this question, “If something happened to me today, resulting in my demise (mentally or physically), would my family be able to pick up the pieces and handle my affairs?”

The importance of this question exists even during your younger, “prime” years. Your CPA can be a resource to help determine what is necessary to document, and where/how this information should be stored.  Examples of records inventory that should be maintained include; account numbers; passwords for electronic records; any…