deathofalovedone.pdf A guide to issues to consider after the death of a loved one organized in time-line fashion. Includes convenient checklist.
Financial Affairs Guide.pdf While this publication was written for family and caregivers of hospice patients, it covers a multiplicity of issues that everyone faces and offers invaluable advice.
tax_guide_2008.pdf A useful resource that compiles numbers relevant to income tax filings.
Why_Hire_PFS.pdf A brief discussion of the value a Personal Financial Specialist designee brings to the table.
financial_organizer.pdf A handy document to enter and gather information that is particularly useful in times of emergency.