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Helping the Middle Class Millionaire

May 11, 2016 – Recently Kendall Capital held an exclusive workshop for our clients and their parents, to help them address the unpopular topic of Preparing for your Final Days. We have many clients who are charged with the role of Trustee and/or Executor for their parents and they have many questions and concerns they need help addressing. We were inspired by the book, “You Only Die Once”, by Margie Jenkins and put together an accordion file folder chock full of useful checklists, worksheets and brochures to help our clients organize their important documents and statements as well as think about how they would like to be cared for in their final days. By the end of the file, we address those unpopular topics like where and how you would like to be buried and how your personal possessions should be distributed. We also invited a couple of Estate Attorneys to review the importance of having certain legal documents up to date and easily accessible. We had a packed house for both sessions and hope to provide more of these workshops for the middle class millionaire in the future.

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