Integrity Wealth Associates, LLC

Family Risk Management Essentials:

• Adequate life & disability coverage

• Proper liability limits on property, auto &
umbrella policies

• Updated account & policy beneficiaries

• Will or trust in place

• Powers of attorney for finances & healthcare

• Medical directives documented

• Named guardians for children

Anything here to add?

Friendly reminder: your accountant can only work with what they’re given. When in doubt, share more information, not less. The best financial strategies come from having the full picture.

Things like:

-- Rental Income
-- Brokerage Transactions
-- HSA Contributions
-- Retirement Withdrawals
-- Student Loan Interest

Can be easily forgotten about.