What My Family Should Know
Cassaday & Company, Inc.’s What My Family Should Know document is meant to act as a central repository for important information. We encourage you to share* this information with loved ones, heirs, powers of attorney, or anyone else vital to assisting with your affairs in the event of an emergency, incapacitation, or death.
Set aside time to regularly review and update this document to make sure information is current.
Instructions for completing and storing What My Family Should Know are located within the document.
*While we do not recommend sharing personal data via email, if you must email this document remember to please only email encrypted documents for your safety.