“If I Had Only Known” makes a difficult time easier for families and loved ones

“If I Had Only Known” makes a difficult time easier for families and loved ones

Pre-death guidance and checklists make pre-death planning clear and easy

METHUEN, Mass., March 25, 2019 (GLOBE NEWSWIRE) -- Strategic Vision Publishing’s new offering, “If I Had Only Known” provides step-by-step instructions and worksheets to help families prepare for – and avoid – the most common missteps and challenges related to the death of a loved one.

Authors Jennifer A. Borislow, CLU, Melissa Marrama and Michaela F. Scott wrote this guidebook to provide expert advice that help readers make the best possible decisions about complex estate, probate, tax and insurance questions. Making those decisions in advance helps to keep an overwhelming and difficult time easier.

According to the authors, “We wrote this guidebook because we believe that family members should never look back with regret and disappointment after the death of a loved one and think, ‘If only they had known.’”

This book consolidates decades of insights from three experienced financial professionals who have worked with thousands of families. Advice covers a wide variety of topics from how to find and assemble a team of experts, to life insurance and personal wishes. Estate planning, wealth distribution strategies, charitable and family bequests, advanced health care directives, tax planning, and more are explained in clear, easy to understand language. Worksheets and checklists help readers to easily create advanced plans.

Jennifer A. Borislow, CLU is the founding principal of Borislow Insurance, an innovative professional services firm providing corporate clients across the country with individualized employee benefits solutions.

Melissa Marrama has more than 20 years’ experience helping clients feel secure in their financial decisions and advises on issues ranging from accumulating and protecting wealth and how best to enjoy it in retirement.

Michaela F. Scott, CFP™, partners with business owners and individuals to help control their legacy to benefit their children, businesses, charities, and more. Listening, understanding, and helping clients identify and address their unique goals is a hallmark of her work.

NOTE: The authors are available for media. Please contact David Saltzman for bookings.

Contact: David A. Saltzman
Strategic Vision Publishing
1 Griffin Brook Drive, Methuen MA 01844
Phone: 978-722-1110