I mentioned all the information we’re having to gather for G____.

Today I had to send him an addendum.

• Concerning Life Insurance policies
• Company Name
• Insured
• Policy #
• Owner
• Primary Beneficiary
• Secondary Beneficary
• Type
• Face Amount
• Premium Amount
• Cash Policy Amount Value
• Agent
• Information about each and every one of our children:
• Name
• Marriage status and date
• Nickname
• Birth date
• Home Address
• Home Telephone
• County of Residence
• Spouse’s Name
• (Grand)children’s names and dates of birth
• Any special needs (for children or their progeny) of which any we are aware at this time.
• Any other dependents?
• Professional Advisors’ names and full contact information (including CPA, attorney(s), financial advisors, stock broker(s), life insurance agent(s), banker(s), trust officer(s), etc.)

Welcome, visitor!

If you find my posts interesting, I invite you to sign up, at the top of the column to the right, to receive emails whenever I publish a new article.

Be assured I hate spam as much as anyone, I will hold your information in strictest confidence, and, of course, I always include a means for unsubscribing whenever you want.

Thanks for visiting!

Sincerely,

John Holzmann

Yipes!

We’re not talking light work, here, when we put together a legacy plan! G____ wants pretty much everything related to our financial and legal situation: Read the rest of this entry »