Transferring wealth

I’m Miriam  Neff-with STARTING OVER FINANCIALLY, and I’m Valerie Neff Hogan, and we’re here to talk about money

 

Life is temporary.  Its a loving thing to do to prepare for the reality that you’ll leave this planet.  You can’t take your possessions with you. Here’s a loving thing to do.

 

 

Create an I LOVE YOU box: This is the secured location/file where you keep

insurance policies, titles and deeds, user name and passwords.

 

V Even more loving is to, in every season of your life, update your will and trust given the changing realities of life.  The expense and careful thinking will be a treasure to those you love.  Its legacy that matters.

 

M That bit of preplanning on your part will spare others time of searching, discovering surprises and is the loving thing to do.

PODCAST