Physical Assets
Spring Cleaning: Time to Review Your Finances, Social Media, and Stuff
There’s something about springtime — the longer days, the open windows, and that undeniable urge to clear out the junk drawer of our lives. We scrub the baseboards, donate the clothes that no longer fit, and finally tackle the garage. While you’re busy organizing your physical space, it’s also the perfect opportunity to review your …
5 Reasons Someone You Trust Needs Your Phone PIN
We’re told from day one: Never share your passcode. In the world of cybersecurity, that’s great advice. But in the world of legacy planning, a locked phone is a digital brick that can keep your family from essential information when they need it most. Here are 5 reasons why “The PIN Conversation” is the most …
Cleaning Out Your Parents’ House – With Your Siblings
Many children – whether they want to or not – take on the responsibility of cleaning out the family home when their parents die or need to downsize. This is a huge task, both physically and emotionally. You are not just dealing with “things,” but with decades of memories. And if you’re working with siblings …
Where to Store Life’s Important Paperwork: Car Titles, Home Deeds, and More
Even in today’s digital world, the biggest and most important assets in your life still come with paperwork. If you own a home, you should have a physical deed to the house. If you own a car, you should have a copy of your car’s title. But where should you store these types of documents? …