What would happen to your estate if you died tomorrow?
3i Law Estate Planning and Tax Attorney Klaralee Charlton, along with clients Peggy and Stan Rosenbrock, weigh in with practical advice for families in this interview with Scripps News, Denver 7.
Klaralee recommends, at minimum, to keep a folder with critical information available with names of banks, investment account statements, and copies of life insurance policies.
She also shares advice for what NOT to include in that folder – Watch Now on Denver 7