Save or Shred?
Knowing the difference between what documents to save and shred is invaluable.
Take one minute to take control of your most important documents, accounts and assets.
An easy way to capture and manage the list of growing online accounts is to use a cheat sheet where you list all of your usernames and passcodes. Feel free to use this Excel worksheet to create a system that … Continue reading
This 6-minute video will walk you through why it’s important that you document this information and how to use your MemoryBanc Register to capture your personal information so that you can easily find it and a loved one could access … Continue reading
A fire, hurricane or tornado can steal away your important documents and details in the blink of an eye. A disability, if only temporary, can require family and friends to step in and help. Organizing and protecting your usernames and … Continue reading
Many estate lawyers can create a Durable Power of Attorney for you. In the D.C. metro area, it can cost as little as about $250. I asked a local attorney, Lori K. Murphy, to answer a few questions. Q: Why … Continue reading
I have revisited this question in my personal life over the last three decades—as I’m evaluating others and as I’m taking a close look at myself—to determine in which group I belong. I remember marveling at how much I seemed to … Continue reading