The family love letter is designed to provide basic information to your family about your assets, liabilities and personal desires upon your death or incapacity. This webinar with guest speakers from Neuberger Berman will cover:

• Proper Beneficiary Designations- are they up to date?
• Provisions of your Living Will or Trust? 
• Power of Attorney-Who would have my best interests in mind? 
• What is an Ethical Will? 
• What if everything is online-where do we keep passwords if we don't make it home one day?
• Health Life and Long term care needs?
• Life events checklist
• Surviving Spouse checklist 

It's just as important for your spouse and other close family members to have a good working relationship with your financial advisor as it is for you. Please forward this on to any other members of your family you'd like to share.