Planning for the worst-case scenario
The sudden and unexpected loss of a family member several years ago set the wheels in motion for a comprehensive look at how my wife and I manage our personal “business” affairs. After the accidental...
View ArticleOrganizing electronic access
Our last column began the discussion of preparing a “Roadmap” for your executor or heirs to follow in the event you are unable to assist with managing your personal affairs. I should add that this map...
View ArticleCommon-sense preparations
This is the third in a continuing series on building a Roadmap for your executor/heirs to follow in the event you are not there to guide them. To repeat the rationale for this Roadmap, just imagine if...
View ArticleIncome/expenses preparedness
This is the fourth in an ongoing series of columns about building a Roadmap for your executor/heirs to follow in the event you are incapacitated or not here to guide them. The Roadmap should contain a...
View ArticlePreparing income tax data
Author’s note: I regret the error in my email address published with the most recent edition. The correct address is posted at the end of this article. This is the fifth column on building a Roadmap...
View ArticleWrapping up to further help you wrap up your affairs
One of our five beautiful daughters once said to me, “Dad, the last check you write should bounce.” Needless to say that would be the epitome of perfect planning and, while I pride myself on being...
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