Do You Have P.E.A.C.E of Mind?
~By Anthony Cloutier
If you're one of those super organized people who mark and label everything then this article probably isn't for you. However, if you are one of the rest of us that has to hunt every time you need a piece of financial paperwork or have meant to write down the family cemetery plot information for the last several years then keep reading.
If there is one thing I have learned in my years as a financial advisor, it's that death runs on its own schedule. All we can do for our loved ones is have our "house in order" when it comes knocking. In an effort to help my family and clients, I have created a P.E.A.C.E. (Personal Estate Assessment Consolidation Exercise) of Mind Binder. This tool has proved to be a simple way to ease the burden by having an organized place for all your important documents.
