“Finally, gather all your personal financial information in a personal information guide. Include bank and investment account information, contact information for your attorney, accountant, financial advisor and insurance agent, and your legal documents such as estate planning documents and real property records. If you were to become ill or die, having these records in a safe place will help your loved ones manage your affairs in a time of grief.”
~Richard Behrendt, a former Internal Revenue Service attorney and now director of estate planning at Annex Wealth Management, headquartered in Elm Grove
Read Tuesday’s Milwaukee Biz Blog by Behrendt: Financial resolutions for the New Year.
