When my grandmother passed away at the age of 93, my mom struggled with how to divide her possessions in a way that felt “fair” between herself and her 5 siblings. I remember how much anxiety this caused, making the process of settling my grandmother’s estate even...
We all carry some credit card debt from time to time, but what happens if the owner of that credit card debt passes away? The process of establishing a payment schedule for any type of debt can be stressful, but worrying about how your debt – or a loved...
While there are instances where physical copies of documents are necessary to hold on to (i.e. the original signed and notarized copy of your will-see why in this blog post), by and large, the world today works off of digital copies, digital signatures, and shareable...
This may be the most important part of the entire “getting stuff you care about” organized process- putting all the information together in one place so that a spouse, executor, sibling, child could access the information in the event of an emergency. This...
This is part 2 of a 3 part series, so if you have not read part 1, go back and read through the questions in Part 1 and find the gaps or holes in your knowledge-what are the things you do not know about your life? This part 2 is talking all about how we fill in those...
I think it’s so natural to get into the momentum of life and not take a moment to look up. I do it, you do it, we all do it. And the problem is that all of the sudden you have constructed a life that is…complex. You have bank accounts at multiple banks....
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