The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Have A Question About This Topic?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A letter of instruction provides additional and more personal information regarding your estate.