Phase II: Assets, Liabilities and Legal Documents
The purpose of this section is to provide documentation of your assets and liabilities. Think of this as a document that evolves over time. The goal of Phase II of The Homefront Security & Legacy Planner is to build an active inventory of the important information in your life and document what you have. In doing so, you will fill this section of the Planner with the important information pertaining to your life. You will need to regard this information as a "living document".
The Planner allows you to break down your assets into major categories
such as:
Phase 3 - Legacy Management |
