We are excited to release two checklists this month. As you can tell from these two checklists and the ones we have released this year, we are continuing to focus on providing resources that address major life transitions.
For Essential and Deluxe members, here are the two resources being released today:
What Documents Do I Need To Keep On File?: Clients are often confused as to what documents to keep surrounding key areas of their lives. Records documenting things like tax documents, records of healthcare issues, certain legal documents, documentation surrounding certain assets and liabilities as well as other types of documents should be kept in case they are needed. In this checklist, we cover a number of documents and types of documents that your clients need to consider keeping in case they are challenged on any number of issues,
What Issues Should I Consider If I Lose My Job?: Clients sometimes find themselves in the position of losing their job. In today’s corporate world downsizings and reorganizations are increasingly common. Losing your job should trigger some actions. To make this easier for your clients, we’ve created the checklist “What Issues Should I Consider I Lose my Job?”
