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My Life Book

Free printable version of My Life Book

My Life Book is an estate planning guide that you can print free of charge. This book was created to help you organize your personal information, your desires and final wishes in a way that can be used by your loved ones.

Each section contains case stories, explanations and/or examples of why that particular area is important and the material you may want to place in the book.

 We encourage you to take the time to gather this information and place it in a binder and keep it updated with the most current information.

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2517 Moody Road, Warner Robins GA, 31088 Tel: 478-922-8100
4875 Riverside Drive, Suite 201, Macon GA, 31210 Tel: 478-741-4457
Call us Toll Free: 800-777-0867 Email: steve@rfmoney.com

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC
Disclaimer

This communication is strictly intended for individuals residing in the states of Alabama, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 * - Are not Registered with Royal Alliance Associcates, Inc. 
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 Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Advisory Services offered through Rosenberg Financial Group, Inc., An Independent Registered Investment Advisor not affiliated With Royal Alliance Associates, Inc. Stephen Rosenberg also offers additional Advisory Services through Royal Alliance Associates, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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