In the event of death…
I want to make sure that all of you have access to the documents that I went over on Being Prepared a few weeks ago. Since most of you have had trouble receiving this via email, we have decided to post it to the DRT website.
Please take a moment to download this material and review it. If you have not completed what is covered in the material, please schedule time to get it done! I am here to help if needed and obviously can help with any life or disability insurance needs you have.
Important Note: If you or anyone you know (ie parents or friends) has divorced and remarried, please make sure that they have changed the beneficiary on their retirement accounts, pension plans, life insurance and annuities.
Regarding attorney’s, Bill Houser is a Certified Estate Attorney that I have used a number of times to draft my Wills and Trusts. You can reach him at
469-698-4300 wk
bhouser@jhflegal.com
Bill Johnson is an Attorney that specializes in trusts for Asset Protection and I have used for a number of my clients. You can reach him at
(214) 922-8884 work
(214) 641-7183 cell
TaxAtty@wejohnsoniii.com
Please let me know if you have any question or I can help you in any way.
Sincerely,
David L. Goodrich, LUTCF
Goodrich Financial Services
33 Lochleven
Suite 100
Richardson, TX 75082
972.470.0332 wk
972.470.0167 fx
817.988.2889 mbl
david@goodrichfinancial.com
www.goodrichfinancial.com
List_of_Accounts_and_Assets_Example.doc
Instruction_in_the_Event_of_My_Death_EXAMPLE.doc
