Category Archives: Personal Assets

Essential Tips for Keeping Your Family Safe from Disasters!

Emergency 180

In addition to having a plan, and the supplies and materials to keep you and your family safe, you should also consider the importance of being able to access important documents and information that may be critical following a disaster.   Having access to personal financial, insurance, medical, and other records is crucial for starting the process of recovery quickly and efficiently. Experts suggest copying and storing this information in the cloud so it can be accessed quickly in the event of an emergency. 

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Planning for the Ultimate Act of Love

Paper heart

For me the ultimate act of love is planning ahead.

I call it Death Etiquette™:

Death Etiquette™ – Being thoughtfully prepared for one’s own passing. Accordingly, making things easier for family and loved ones by leaving clear and concise instructions in regard to your final wishes for funeral desires as well as location and access to important documents and accounts. Further identifying who should be responsible for carrying out the final wishes and ultimately settling all the final affairs.  It is a simple act which saves loved ones Stress, Time and Money…. the things which divide families!

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Yes, You Should Plan!

Chaos

Let’s face it, life and our stuff, is significantly more complicated than it was 20 or 30 years ago. Technology has made it so. Technology, while simplifying our lives immensely, has made for a very complicated departure.

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5 Reasons Why You Need a Will

Last Will and Testament

A will is one of the most important tools a person can have because it helps guide family and financial decisions after death. For some, a will may be the first step in a bigger estate plan. For others, the will is the centerpiece, directing their wishes and estate after they are gone.

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