Death is never an easy thing to prepare for or talk about. If you’re in the later stages in life, you may be wondering what you can do to help your loved ones once your time comes. A “When I Die” file can be a collection of documents that will help your loved ones gather your personal information and manage finances after you have passed. This file can contain more than just your typical... READ MORE

We were recently asked by a client about putting together a “Red Book.” This type of document is essentially an “If I die” type of book or checklist. These are great for executors of estates and loved ones because it helps them quickly understand and gain familiarity of all of the "need to know" information about your life in the event of your incapacitation or death. Here's a great... READ MORE