The Family Information Organizer
“There is in the act of preparing, the moment you start caring.” —Winston Churchill
A longtime friend named Dana called me one day because she needed help. Her father had just passed away and she didn’t know what to do. Although I’ve helped clients’ children through similar situations many times, something occurred to me as I saw her left lost and alone with a scattered paper trail and no instructions to help her through: Having all essential information in one place makes a challenging time easier and leaves a legacy of respect and security. This book was created to help your family members navigate loss while also making sure you have everything you need in times of emergency or natural disaster. Receiving this book gives you a good reason to begin gathering your information now, rather than wait for a crisis to act.
Before helping Dana, I had taken our firm’s emergency planning benefit for granted because we have records of family finances at our fingertips. Our clients get an elevated level of care because we work with the professionals in their lives and have made the investment in tools, employees, and education necessary to create an objective and tailored plan to manage risks, simplify financial lives, maintain wealth, and provide for heirs. Most people don’t have that level of care, and while this is not a replacement for services we provide, it is our attempt to help our clients and those who don’t have the support we offer. This book was created to help you take care of your family through emergencies by having all essential information in one place (extra pages, which can be duplicated, are at the back of the document to provide enough space for all of your information).
For the book as a fillable PDF visit the following link: www.EK-FF.com/Organizer.pdf
For the free eBook click one of the following links:
Feel free to contact Josh Mungavin with any questions by phone 305.448.8882 ext. 219 or email: [email protected]
For more information on financial planning visit our website at www.EK-FF.com.
Categories
Recent Insights
-
Is FIRE Still Realistic?
The modern FIRE movement may be less about quitting work and retiring, and more about buying back your time.
-
Evensky & Katz / Foldes Wealth Management: Interview With Principal & Chief Revenue Officer David Evensky About The Advisory Firm
Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.
-
Budgeting and Financial Organization: Lessons from Life, Love, and Messy Homes
Recently, my wife sent me an opinion article from The New York Times titled “My Home is Messy, and I Don’t Feel Bad About It” by KC Davis. The author highlights many reasons why being messy can be a positive trait—from fostering creativity to accepting that the same DNA that “makes us shine can’t be…
-
Talk Your Chart | 2026 Predictions: A Year in Review and a Look at the Year Ahead | Ep. 75
Episode 75 of Talk Your Chart kicks off the new year with Marcos and Brett revisiting their 2025 predictions to see what held up, what missed, and why. From stocks and bonds to GDP growth and Bitcoin, they break down the charts that mattered most and share their outlook for the year ahead. Charts available…
-
Private Family Foundations: A Legacy of Giving and a Classroom for the Next Generation
For families who want to make a lasting impact, a Private Family Foundation (PFF) can be both a philanthropic vehicle and a platform for teaching values across generations. At its core, a private foundation is a tax-exempt nonprofit organization that you create and control—one that supports the causes you care deeply about, both during your…
