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One of the cornerstone documents you should have in The Family Legacy Drawer is your Personal Net Worth Statement. Simply put, your personal net worth statement is an organized list of your assets and liabilities. Assets are things that you own like bank accounts, investments, retirement accounts, cars, real estate, household furnishings, jewelry, etc. Liabilities […]
While still reflecting on the wonderful Christmas celebrations with family, we start to look at the New Year ahead. Most of us are busy thinking through New Year’s resolutions and writing down goals to be accomplished in 2016. It’s fun to write down our goals for things that may or may not happen. But most […]
“Hey Mom and Dad, that was a fabulous Thanksgiving dinner! Oh, and by the way, do you want to be buried or cremated? And how much money are you leaving me?” Just the thought of “having the talk” with your parents about their estate planning, finances, and final wishes is enough to make you want […]
Bucket lists are becoming more and more popular as we all seek meaningful ways to spend our time, energy and money before we die. There are hundreds of books and articles written on how to create a bucket list and sample items to include in your list. Essentially it is a list of all the […]