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Free Estate Planning Directory
What if something happens to you and your spouse? Would your children easily find your Wills, bank accounts, brokerage accounts, deeds, etc? The Estate Planning Directory will help you organize important information about your personal and financial affairs. This convenient record can be updated easily on an annual basis, or more frequently if required. It will also help your survivors wind up your personal affairs in an orderly manner. I encourage you to use it as soon as possible and let someone (other than your spouse) also know where it is at all times. Download Estate Planning Directory "I called Mark in response to his radio ads on Critical illness insurance. I was impressed that he was so much more than critical illness insurance and only used that product as his calling card. Our r... " Read more S.J. Portfolio Manager, Equities Major Canadian Brokerage "I've known Mark for many years. I recently purchased some insurance through him. It's a pleasure dealing with him: he's forthright, knowledgeable and reliable.... " Read more Ted Perlmutter Lawyer "Being in the financial services business myself, I can truly appreciate the quality of Mark Halpern's professionalism. His caring advice and thoughtful insights have always exceeded my expectations. H... " Read more Steve Placey Branch Manager, Agency 777 C.S.T. Consultants Inc. | |
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