Strategic Vision Publishing’s new offering, “If I Had Only Known” provides step-by-step instructions and worksheets to help families prepare for – and avoid – the most common missteps and challenges related to the death of a loved one.
Authors Jennifer A. Borislow, CLU, Melissa Marrama and Michaela F. Scott wrote this guidebook to provide expert advice that help readers make the best possible decisions about complex estate, probate, tax and insurance questions. Making those decisions in advance helps to keep an overwhelming and difficult time easier.
According to the authors, “We wrote this guidebook because we believe that family members should never look back with regret and disappointment after the death of a loved one and think, ‘If only they had known.’”
This book consolidates decades of insights from three experienced financial professionals who have worked with thousands of families. Advice covers a wide variety of topics from how to find and assemble a team of experts, to life insurance and personal wishes. Estate planning, wealth distribution strategies, charitable and family bequests, advanced health care directives, tax planning, and more are explained in clear, easy to understand language. Worksheets and checklists help readers to easily create advanced plans.