Dear Friends and Family,

Tax time is hard enough — don’t make it harder by hiding key documents from loved ones. Organize and share the location of your estate documents.

Unclaimed insurance is under scrutiny: 10 states are investigating insurers who may not be paying beneficiaries.

Store your:

• Marriage/divorce records
• Medical history & powers of attorney
• Housing & vehicle titles
• Financial & insurance policies
• List of accounts and passwords
• Will, trust, and instructions

Check for unclaimed assets at www.missingmoney.com. Plan ahead, stay organized, and keep your heirs informed.

Last Reminder: Ask us if you’ve made your 2012 IRA contribution. Deadline is April 15, 2013.

Sincerely,

Katz Family Financial