These planning guides are a free benefit for WFTR-RC members.
Protect Yourself and Your Family
Life, Health, Disability Income, Long-Term Care Insurance
The Protect Yourself and Your Family guide discusses protection of your income through disability insurance and protection of your family’s standard of living through life insurance in the event of your death. A general overview of health and long-term care insurance is also discussed.
Protect Your Property
Homeowners/Renters/Condo Owners; Auto, Flood, Umbrella Liability Insurance
The Protect Your Property guide discusses types of insurance coverage and levels of coverage for protection of your dwelling (home, condo, rented apartment/house) and vehicles. Protection for financial assets through umbrella liability insurance is also included.
Property Ownership Matters
Basics of Titling and Transferring Property
The Property Ownership Matters guide explains the types of property; forms of property ownership — co-ownership and sole ownership; and transfer of property.
Making a Will
Basics of Making a Will and Selecting a Personal Representative
The Making a Will guide provides an overview of will preparation — inventory of assets, selection of executor, naming a guardian; probate process; and funeral planning.