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The Well-Prepared Family

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A guidebook to help you take charge of your wealth.

What if the unexpected happens? It is important to be prepared.

Whether you and your family split financial responsibilities or delegate them to one person, it is critical for your family members to have access to all of your financial information. Use this resource to guide discussions and capture a complete view of your wealth and goals.

  • Organize your most important financial information
  • Gain an understanding of what you own and what you owe
  • Develop a plan in case of an emergency
  • Understand how your wealth transfer plans will be fulfilled

Take charge of your financial life and be prepared to navigate unexpected life events successfully. 

PREPARE FOR THE UNEXPECTED

Know Your Financial Information

Use this resource to capture the full extent your wealth and intentions.

Elevating Women

Know Your Wealth. Take Charge of Your Future.

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Disclosures

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

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