Best Plan Insurance & Financial Strategies – Important Documents

• Wills & Powers of Attorney (Healthcare + Property)
• Cohabitational Agreements & Prenuptial Agreements 
• Partnership & Buy/Sell Agreements
• Financial, Retirement + Estate Plans
• Proper beneficiary designations

Communicating ones wishes in writing can go a long way to avoid problems, delays affecting cash flow, unnecessary taxes & expenses down the road.

 

Where are all your important documents and information recorded?

We can help by providing a FREE PERSONAL RECORDS ORGANIZER:

• Organize important information about your personal + financial affairs in ONE location.
• If you pass away or a power of attorney is needed, this document can show the proper people where everything is located + who to turn to.