Let's delve into financial matters with expert Shane Phillips! As Shane says, “The genesis of my work is seeing that most people are not prepared.” We discuss how he got into this work and the broad categories of paperwork that we all manage, no matter how simple or complex our financial situation, including personal documents, asset documents, legal and tax papers, and liabilities. What are the things we need to get together when someone dies? How might we get this organized ahead of time? If we are in charge of managing the paperwork after someone dies, where do we begin? What do our loved ones need to know and have access to? How can we find help if we need it?

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