Money Monday!

FDR’s Lost Burial Instructions

This week, I’m sharing a lesson in estate planning. Below, you will find an article about how Franklin Delano Roosevelt meticulously planned out his funeral.  However, there was a catch.  He locked those instructions in his safe, and they were discovered after his passing… and funeral.

We often check with clients to ensure their estate planning documents are accessible. Here’s another friendly reminder to make sure your loved ones can find this information when they need it.