Multigenerational Planning Program

As a complimentary service to our valued clients, we can provide a family with an invaluable service of Multi-generational Planning. At PFG, we understand the stress that accompanies the death or disability of a family member. While we can’t ease the emotional pain this causes, we can help ease the burden of locating important documents and information during this stressful time.

In addition, this program is designed to help facilitate open discussion about a family members wishes and desires prior to their death. While it isn’t an easy subject to broach, it is a very important one. Some of the program highlights include:

•  The five most important people to contact in the event of an emergency.
•  Pertinent contact information like attorneys, doctors, financial and insurance advisers.
•  Pharmacists and prescriptions.
•  Location of Will and Trust documents.
•  Life and health insurance documents
•  Investment portfolios and financial accounts
•  Real properties, mortgage holders and outstanding loans.
•  Personal documents like birth certificates.
•  How to obtain death certificates.
•  Location of safety deposit boxes.

It also includes tips and helpful numbers like Veteran Affairs, Social Security Administration, Medicare, and a survivor’s checklist. All prepared in one easy to follow document to be shared among the most trusted of family members. Contact one of our agents today to start preparing for your family’s future.