Planning is a Gift
You have lived a long and rewarding life, and have many wonderful years left. During this life, you have touched many things and experienced many events. You have held several jobs, perhaps embarked on new careers. You may have lived in more than one location, and have developed many great relationships. Importantly, you have signed many documents, committed to various things and volunteered your time and money on behalf of those things that interest you.
All of the activities and events in your life have created records of those activities. Be it credit accounts, bank statements, mortgage payments, retirement account contributions, life insurance policies or owned assets such as vacation property, every one of these records should be properly updated and maintained to account for your current situation in life. Unexpected events happen, which is one very big reason why the states in this country hold over $50 billion in unclaimed property!
As you enter the next stage of your life, have you:
- Checked with all past employers to determine if there are any benefits owed you or your beneficiaries, or if all
retirement accounts have been properly rolled over?
- Updated all life insurance policies to reflect your desires for current beneficiaries?
- Searched in all past states of residence for unclaimed property such as a dividend check?
- Carefully reviewed all open credit accounts to determine the applicability of that account to your current status,
or to stop automatic payments from some older account, such as a credit life policy?
- Reviewed all financial holdings for accuracy in today's estate tax environment?
- Re-titled all assets to reflect your current situation and desires?
- Created and/or reviewed power-of-attorney and health care directives?
- Performed every step necessary to prevent fraud on any of your accounts, and to stop unwanted marketing?
These and many other steps, including developing a detailed plan for surviving family members should something unexpected happen, is truly a gift to your self and to your family. Imagine having everything that is important detailed and documented in one place, where both you and your family members can get immediate access. Family Matters provides a Family Transition Plan, a comprehensive inventory of all of your personal business affairs and wishes and a step by step set of instructions that provide guidance for your family members in the event of your death.
This planning step should be taken now, to ensure that you and your family live a worry free life.
In order to introduce you to the advantages and peace of mind that comes with these services, we are offering two benefits at no charge and no obligation:
1. A free half hour consultation with an experienced Family Representative from Family Matters to discuss your situation and your needs.
2. A free complementary services package that includes basic credit fraud protection, eliminating unwanted marketing and a search for lost and unclaimed property.
Call Family Matters today to initiate these valuable free services and find out more about how Family Matters will benefit you and your family while maximizing the value of your estate.
720-488-1728
Family Matters, 7330 S. Alton Way, Ste. C, Centennial, CO 80112