Getting
Organized!
The Organizer for Peace of Mind was inspired by the anxiety of an 80 year old lady! She didn't know anything about the family investments—what they were or where they were! If her husband passed away first, she knew she would be lost. The authors determined to use their considerable
experience in assisting people in such circumstances, to develop a simple
yet comprehensive organizer so family members will have a sense of security
and peace of mind. |
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The Organizer for Peace of Mind is designed to be filled in with the personal assistance of the authors. In this way you do not have to struggle to interpret statements, insurance papers, or other documents. It is also a time to ask questions and better understand your situation. This adds to your sense of security. The Organizer for Peace of Mind is a comforting tool for surviving spouses or even children who find themselves assisting their parents. It is also a practical tool for interacting with your accountant, attorney and financial advisor. The authors are pleased
to share their experience and knowledge so that you To
view the Table of Topics click HERE |
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You
can download a brochure version of our Getting Organized information in the following formats. Just click a format type to access the brochure... |
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