Category Archives: Personal Finance

25 key documents your family will need

The financial consequences of not having your documents in order can be significant. State treasurers hold about $33 billion in unclaimed bank accounts.

Most experts recommend creating a comprehensive folder of documents that one’s family can access in case of an emergency. I have a workable and deeply unoriginal idea to help your family do just that.

That idea involves breaking the project into various steps with just enough accountability built in.

My recommended 1st step is for you to send me an email —