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Family Care Package

MICHAEL ROBERTS ASSOCIATES FAMILY CARE PACKAGE

 We designed the family care package after we had numerous conversations with our clients about how difficult it is to have planning conversations with aging parents. Many people said that they were having a difficult time even bringing up topics as simple as “Where is your safety deposit box key” or “Who do you use for auto insurance? “  The family care package is a tool to help make these conversations easier and provide one centralized place to list everything from the location of documents, names of trusted advisors, to funeral requests. 

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