Silicon Valley, Source: public domain
Paul Gambles, Managing Director
I’ve long held in great importance the concept of helping clients make sure their affairs are in order should anything happen to them. The right planning can ensure loved ones do not have to deal with financial complications during times of emotional distress.
That’s why I took great interest when I read a while back about American money advisor James Starr’s legacy drawer concept – a drawer in your home, containing all of the important information your family needs in case something happens to you.