Kris Carroll CFA®, CFP®, Managing Director of the Carolinas at Wealth Enhancement Group was featured by U.S. News in “What is a Personal Asset?”
“If you are robbed or suffer a tragedy, the insurance company will want a list of what was lost,” he said. “You may also want it for estate purposes, particularly if you have some valuables you want passed to a specific heir. It also just helps if your family knows – in case of death, disability or mental impairment – what valuables you have and where they are.”
Access the full article authored by Ercia Lamberg here.
