You’ve spent hours planning for the big day – flowers, photographers, dress…now spend a few minutes planning the rest of your life.
Give throughout the year and keep track of it all in one place with this Excel spreadsheet. Don’t forget all those times you texted to make a donation!
In an emergency, provide vital information to your family and friends so that they can provide assistance easily.
Be sure to keep yourself safe and secure your own future by updating and maintaining the documents below.
Don’t spend the beginning of the year rooting through old files looking for receipts for your taxes.
This can be an emotional time for the bereaved, with many new and unexpected tasks.
There are several items that have a year-end deadline that you’ll want to make sure you take care of before December 31.
There is more cost involved in purchasing a new house than the down-payment.
Use this list to direct you to the documents you’ll pull together to share with your lawyer or mediator and financial advisor.