Tag Archives: Financial Advisor

Feature

39. Sharing Your Financial Documentation with Family



You may have a pretty good handle on your finances. But have you shared that information with your family? 

In this episode, Jeff Green and Lauren Smith talk about suggestions for documenting the details of your finances so your family can access this information in case of an emergency. They share tips for ways to share this information, and explain why you should be having this conversation before it’s too late.

Jeff and Lauren discuss: 

  • The purpose of the ‘family phone call’
  • The helpful resource of a cloud-based vault and the ability to designate trusted contacts
  • The importance of writing down contact information to your; financial advisor, estate attorney etc.
  • Why you should be having the estate planning conversation with family
  • And more

Resources: 

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