If you have done estate planning, when did you do it and where do you keep the documents?
You’ve done the paper shuffle, now what papers can be placed in the circular file?
Whenever there is a life event such as a marriage, divorce, death, or a birth you need to review and update the beneficiary designations on your various accounts.
Most of us keep too much of the paper that comes into our homes.
Get a jump-start on next year’s taxes. Set up a simple filing system.
Boston mobster James “Whitey” Bulger had a shelf filled with books about gangsters, including several about himself, when he was captured in California last year after 16 years on the run.
Honor Dad this Father’s Day….Get his estate in order.
I would like to focus on mom because for most adult children, it is our mother whom we must help in her declining years, for she has outlived dad.
The Patrick administration certainly hopes you were too busy running around on this fine summer weekend to pay attention to the news.