6 Tips for Organizing Your Records

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6 Tips for Organizing Your Records

An important part of legacy planning is organizing your files so the people closest to you can access them. Here are 6 organizing tips.

We surely all organize our records in distinct manners. It won’t be simple for others to find them, especially if we aren’t present to explain how we kept them. That said, organizing our files such that those we trust may access them is an important element of our legacy planning. This article provides 6 tips for organizing your records.

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Bonita K Bell-Andersen, CLU, ChFC is an SEC registered advisor licensed in association with TenCap Wealth Coaching, Inc.