Transferring wealth
April 11, 2018
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.