PERSONAL
INFORMATION
JOURNAL
By keeping all your information in one place, you can easily access it when you need it. You can rest assured that it is safe and secure.
The Personal Information Journal empowers you to undertake this essential process and get yours or your family’s affairs in order.
There are over 50 categories of important information. Every credit card, insurance policy, retirement plan, and personal property item can be documented.
In the final analysis, the Personal Information Journal is about the best investment one can make for a few hours of your time.
4 Reasons Estate Planning Is So Important
It’s all about protecting your loved ones By Donna Fuscaldo It seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning—deciding who will inherit their assets after...
Reasons Why Estate Planning is Important
Understand that estate planning is not only about your finances, and it has various elements due to which the planning process becomes quite cumbersome. Estate planning holds a lot of importance. The process allows you to make decisions related to your property,...
Why Estate Planning is so important
We have discussed legacy planning in the past, and in that discussion touched on the difference between legacy planning and estate planning. However, today we will provide a full overview into what exactly estate planning is. We’ll do into how it differs from legacy...
16 Reasons Why Estate Planning Is Important
Despite the fancy-sounding title, estate planning is not just for the rich and wealthy. In fact, the term “estate” might not mean what you think it does at all. When it comes down to it, deciding who will inherit your estate is a big decision and an important part of...
What happens to your assets when you die?
Even with a will, they may be overlooked CNBC - JAN 18 2022 Key Points• Fewer than half of Americans have a formal plan for what happens to their assets when they die. • While that has stayed consistent in the past few decades, the list of what they potentially own...
Organize your life and your data.
We are offering a copy of the Personal Information Journal at an introductory price of $4.95.
