In Case of Emergency
Vance Klein Vance Klein

In Case of Emergency

Just this year, I’ve worked with four of my long-term clients to organize their emergency and estate papers. For emergencies, we identify professional and family contacts, document health and medical information, fully document all insurance policies, accounts and assets including valuables.

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Finding Money!
Vance Klein Vance Klein

Finding Money!

Organizing papers is a large proportion of organizing requests I get. In opening up mail that has piled up, I find un-cashed checks all the time —

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