by Erika | Organizing, Planning, Wills and Trusts
Don’t Leave Assets On The Table estate plan organized life Do you have assets that your heirs won’t be able to find? In the US alone, billions of dollars sit unclaimed in bank accounts, life insurance policies, pension funds, and state treasuries....
by Erika | Wills and Trusts
What is a Legacy Letter? estate plan legacy organized life Share the stories and wisdom of your unique life with your loved ones. We all have an innate wish to be known and remembered. Telling your story is a great way to make that happen. A legacy message, whether...
by Erika | Wills and Trusts
Who Will Your Executor Be? Digital Executor estate plan Executor It can be a big and difficult job, so choose wisely. Getting your estate planning documents in order means it’s time to choose an executor. Your executor carries out your wishes once you have...
by Erika | Planning, Wills and Trusts
Who Needs An Estate Plan? estate plan organized life Who needs an estate plan? No matter how simple your situation may be, estate planning is for pretty much everyone. When you think about estate planning, you might imagine wealthy people with high powered...
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