You can’t escape the dread when you recognize your parents are becoming more afflicted with age, fragility, and a fading memory. You realize they are living in a house too big to manage with cupboards and closets filled with decades of stuff and memories. It is time for them to downsize and move to a […]
6 Important facts you need to know about Safe Deposit Boxes
Use of a bank safe deposit box can be a helpful tool in securing important personal documents, collectibles and family heirlooms. I have outlined six important factors to consider before deciding if a safe deposit box should be used as a part of your family legacy drawer. 1. How does a safe deposit box work? A safe deposit […]
Subscriptions and Memberships….How many do you have?
Have you every stopped to count how many organizations you belong to or the number of subscriptions that are in your name? If something happened to you, do you have a list of these memberships and subscriptions in your Family Legacy Drawer? Documenting a list of all the groups, clubs, organizations, programs, and subscriptions can […]
Steps to protect your online identity
Each day we log on to many online accounts without thinking how effortlessly we manage our digital lives. Consider the size of your online presence. You probably have a Facebook account which details your daily life and personal history. You have one or more email accounts which contain a wealth of your personal and business […]