11/16/21

Do You Know What Assets You Have? The Importance of Detailing Your Asset Portfolio

Maintaining an up-to-date asset inventory is a crucial yet often overlooked aspect of comprehensive estate planning. Many individuals fail to document their assets, leaving their loved ones to scramble and piece together the puzzle after they're gone. Welcome to Asset Management 101! As you accumulate property and valuables, keeping a detailed list with account numbers, VINs, and other crucial information is vital for simplifying the process for your beneficiaries. This video discusses how to maintain an organized inventory, secure it effectively, and ensure that your affairs are in order, whether you're planning for the future or addressing an emergency situation.

Questions? Call our office at 678-680-4336 to schedule a Discovery Call. Don’t leave your legacy to chance—stay informed and prepared!

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