Free Annual Report For Each Family Member

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Obtaining a free annual report is critical to the planning process. As the name suggests, this is an annual process recommended for each and every person in your household. This includes persons under the age of 18, including newborns.

This step is important because it helps reduce fraudulent activity. From a practical perspective, print your free annual report every year.

Next, add a printed version to your estate planning portfolio. One way to remind ourselves to complete this planning task is to do this around the same time we file our annual tax return.