117: Getting Your Affairs in Order - Stories and Ideas

This episode is next in the podcast series, #AskPattiBrennan - a series of episodes in which Patti answers one of her listener’s frequently asked questions.  These podcasts are shorter in length and address one FAQ or RAQ (a rarely asked but should be asked) question.  In this episode, Patti invites three of her Client Service Associates into the studio to discuss some of the issues they have dealt with for clients who have not properly communicated their final wishes to their loved ones.  From unknown passwords to outdated beneficiary designations, it is not uncommon for people to overlook putting important security or personal information in an easy-to-find document for loved ones in case of emergency – or even worse, at the time of their passing.  Patti’s Client Service team reviews an important list they’ve created to prevent these things from happening to others.