Overview

This workbook is for families seeking to take the necessary steps to ensure that the surviving spouse, children, and/or executor(s) know where (and how) to locate items pertinent to the settling of an estate. Going through this workbook can assist in ensuring that both spouses are equally equipped to handle the family's affairs should the other die prematurely or be diagnosed with dementia or Alzheimer's.

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9780578872247

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Eric S. Wilson is Managing Director of a boutique investment firm in Macon, GA. For the past 25 years, Eric has served the varied needs of individuals and families whose wealth has the potential to change the essential nature of their descendants' lives.

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