We’re all going to die... Someday.

Yes, this is not a fun topic to cover, but unfortunately we’ve dealt with a few deaths over the last 12 months and we want to talk about the lessons we’ve learned. We get philosophical in this one, but we think it’s extremely important!

Top 5 things to do to make sure you take care of loved ones when you’ve gone:

• Beneficiaries
• Life Insurance
• How do you access each account? Where are physical documents located?
• Accounting – Financial Assets and Liabilities
• Develop a Plan for Minor Children.
• Bonus: Write a letter...