A Checklist for an Organized Estate
Estate planning is a must these days – and it’s the smart thing to do to protect your assets and ease an already difficult time for your loved ones. But starting the process and executing it effectively can be a challenge. Making plans for distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your loved ones are prepared.
Use this checklist to help you identify important documents and decisions for an organized estate...
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Tired of carrying around a wallet stuffed with cards? Don’t like waiting for a chip card to process? Worried about the germs on the payment terminal? Try using a mobile wallet!
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Your college prep checklist
You’ve decided on a college and sent in your enrollment deposit - now it’s time to organize your finances and prepare for your move. Moving away to college may be the first time you’re living on your own and making your own financial decisions every day.
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