Ask Terry Questions wills, etc. today’s (5/3) topic on the Steve Bertrand Business show

wills, etc. today’s (5/3) topic on the Steve Bertrand Business show

By Terry Savage on May 07, 2017 | Financial Planning / Retirement

I am sorry I just turned on my radio at the end -- were you offering a list of things to do re a will? I would like that - - I am in the process of doing my will etc - I am a senior and have been procrastinating too long. Where can I get this? Many thanks.

Terry Says

I was talking about my personal financial organizer form -- leaving info for your heirs about WHERE all your accounts and important papers are located.  You can get that by signing up at my website -- www.terrysavage.com -- in the yellow box.  Then you will receive a return email asking you to click to confirm.  That will trigger a second email with the link to the organizer, which you can print out and put where your family could find it in an emergency. But you've given me a good idea for a column.  I think my next one will be the basics of making a will or estate plan!

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