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In one drawer, I found Dad’s military discharge paperwork from the 1940s, and I was ready to toss it when he said it was an important document I should save. I thought, It’s been almost sixty years since he completed his service. Why would anyone need to see his discharge paperwork? But, oh well, it was only one more sheet of paper, and obviously it still meant a lot to my father, so I kept it.

Dad’s battle with cancer came to an end in April 2004. My brother and I went to the mortuary to arrange for his burial. In planning the memorial service, the funeral director asked the typical questions, but one took us by surprise...
(Click here to read the rest of the preface by Mark Kaizerman.)

With the Beneficiary Directory, you provide a solid bridge for the transfer of information from one generation to the next, giving your family an easy transition in an otherwise difficult period.

Praise for the Beneficiary Directory

When you realize how important it is to put your most significant documents in order, the Beneficiary Directory gives you a step-by-step system that’s incredibly easy to follow. It doesn’t require that you revamp any of your existing files, but instead works with what you have, helping you answer these questions:

  • What documents do I need?
  • How will my beneficiaries find these documents?
  • Who should have access to these documents, and when?
  • Who will best advise my beneficiaries?
The Beneficiary Directory by Mark Kaizerman

Now you can have peace of mind in knowing that nothing important will be overlooked. When you’re ready to get your copy of the Beneficiary Directory, click here to download our order form.
Order the Beneficiary Directory

Do you belong to an organization whose members would be interested in this valuable resource?
Order the Beneficiary Directory

And if your group would like the accountant and financial planner who created the Beneficiary Directory to explain in person how best to use it, please contact us for more information.

Training by Mark Kaizerman

Praise for the Beneficiary Directory

Mark H. Kaizerman, pictured with his father, has been providing financial advice to individuals since 1986.
Mark Kaizerman

He started his career as a public accountant with a regional firm in Boston, and moved into specializing in financial planning as a member of American Express Financial Advisors’ prestigious Gold Team, before founding Kaizerman & Associates in 1994.
Recognized by Worth magazine as one the best financial advisors in the country, he has developed a reputation for providing easily understood advice that improves the quality of people’s lives. Mark has served as president of the Financial Planning Association (FPA) of Massachusetts, formerly the IAFP.
Mark’s credentials include the following licenses or designations: Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Financial Planner® (CFP) professional, Chartered Financial Consultant (ChFC), Certified in Long-Term Care (CLTC), and Registered Investment Advisor (RIA). He is a graduate of the University of Massachusetts, where he majored in accounting, and Babson College, where he earned his MBA.
Mark lives in the Boston area with his family: wife Michele and daughters Meghan and Alyx.

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