Tag Archives: organizing

Ducks in a row

January is often a month when people organize some aspect of their life. Often it is financial documents, last year’s bills and card statements. It is a time to evaluate your insurance and retirement planning, even your “final” file. A friend introduced me to his final file which will provide in one place a list of steps to take at his passing. It will include the people  who will need to be notified to help settle property , savings, and insurance for those he leaves behind. He has also set up a land trust for his property to help his heirs avoid probate. Such a hard time for everyone, this is a final gift of organization to help those we love.