The One Financial Step Every Parent Should Take

Parents of young children should make sure they have updated estate documents. While money and finances matter, nothing in this world is as important as your children. Make sure you know how they’ll be taken care of if something happens to you.

As you go through life changes, make sure you continue to update those documents. This is a priority when putting your financial house in order.

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About cozbycpa

Heather L. Cozby is a CPA on the South Shore and Cape Cod. The managing partner of Cozby & Company, LLC, Heather has the resources and experience necessary to provide quality professional services on a timely basis and at a reasonable cost. She specializes in tax planning & preparation; audit, review & compilation services; management advisory services; bookkeeping; and accounting. Her unique niche is in working with homeowners’ associations and condominium trusts, advising with rental real estate, and providing outsourced financial consulting for mid-sized companies. She is more entrepreneurial than most accountants, and offers the best of both worlds - providing the services of a larger firm while retaining the ability to connect with her clients on a personal level.
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