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Dwight Saxon
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SAXON'S INVENTORY
SAXON'S INVENTORY

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Now might be a good time to have a business or home inventory done. www.saxonsinventory.com

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Why don't people just do it themselves?

The inventory process takes time, can be frustrating, and is often an overwhelming task for the non-professional. Most people don’t know where to begin, or don’t finish if they do start. If they actually do complete one, they often times forget or don’t bother to update it annually. Once it is out of date, it will not be of the greatest value. Homeowners pay others to clean their house, mow the lawn, and wash their cars. Small business owners hire others to clean their offices, process payroll, write newsletters, handle the bookkeeping duties, and provide lawn service. Hiring a company to document personal property falls into the same reasoning process – lack of time, expertise or desire to complete the task. www.saxonsinventory.com

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Proof of an uninsured loss

Flood losses have reached record amounts recently, and there are many homeowners who do not have flood insurance. Thefts are up as well. Those who had an inventory of their personal property before the loss will have a list and photographic proof to support the uninsured losses deducted on their 1040 tax return. This is also true for the amounts that, for some reason, the insurance company did not sufficiently provide funds for replacement. www.saxonsinventory.com

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Divorce why a Home Inventory? Saxons Inventory Palm Beach, Fl.

When separating assets, some couples want to know the value of their belongings so they can be sure to receive equitable settlements. If one of the spouses owns their own business, an inventory of the assets of the business will be extremely important.

www.saxonsinventory.com

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Why a Home Inventory for a Pre-Nuptial Agreement ?

Pre-nuptial agreements An inventory can serve as a starting point for the new couple as they join two households together. Recipients of the sentimental items and family heirlooms can be identified on the inventory in the Bequest Column. This creates a comfort to the adult children, assuring them that all family items will remain in the family. www.saxonsinventory.com

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Estate settlement and Home Inventory Boca Raton, Florida

Executors will most likely be required to provide the state with an inventory of the contents, or personal property, owned by the deceased to settle the estate. Think of the emotions the son or daughter, sister or brother, will endure as they go through the home, listing the assets their loved one left behind. If they had an inventory already prepared by you, you can visit the home, quickly review the contents to see if major items have been added or discarded and make the adjustments. Ask if there are any additions to the bequest column. Convert it to the Estate worksheet format and create a new portfolio. If they don’t have a contents inventory already prepared, your service will be even more appreciated, as the executor will be dealing with many other issues. You will save them time, help eliminate some stress, and allow them to focus on family at this difficult time. Your inventory service is extremely helpful at one of the saddest times in one’s life. www.saxonsinventory.com

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Assignment-of-benefits haunts Florida homeowners insurers Improving public understanding.

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Estate Planning Home Inventory Jupiter, Florida

Estate planning falls in line with financial planning. Preparing an inventory before death is a kind gesture for the executor, who is most likely an adult child or sibling. The inventory serves the purpose of financial recovery after a disaster as noted above. The Bequest Column in the written report provides an opportunity for the client to record their wishes of who gets what upon their death. This will lessen the possible disagreements among relatives. www.saxonsinventory.com

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WEST PALM BEACH, FLORIDA
HOME INVENTORY SERVICE

FINANCIAL PLANNING & HOME INVENTORY

Financial planning People work hard for decades, making sound investments and ensuring they will have a comfortable retirement. Some concentrate on making sure there is enough money for the children’s or grandchildren’s college.

Then a disaster occurs; will they recover sufficiently? If not, what will that do to their years of saving and investing? The value of their estate will be less because of the diminished investments. All the plans they had for their family and charities must be reworked, or possibly eliminated,because the funds needed to recover from the disaster made these changes necessary. An inventory can help keep this financial loss from happening!

www.saxonsinventory.com
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