Category: Paper Management

Ten Tips for Mastering the Art of Managing Your Mail and Bills

In our digital age, where emails and electronic communication reign supreme, the tangible mailbox might seem like a relic of the past. However, for many of us, paper mail and bills still find their way into our lives on a regular basis. Without proper organization, these physical documents can quickly become overwhelming, leading to missed payments, misplaced important documents, and unnecessary stress.

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Where Are Your Important Papers?

No one ever plans to be sick or disabled yet planning for such an emergency can make all the difference. Do you have such a plan? Do you know where your important papers are located?

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A Virtual Organizing Project – Converting a Bedroom Into a Home Office

I just finished working with Susan (name changed to protect her identity), who left her job as a lawyer at a large firm to start her own home-based practice in Connecticut. Her project was to convert a guest bedroom into her home office. Our goals were to tackle the arrangement of the furniture, to set up her files (both computer and paper), and to create systems so that she was able to work efficiently in her home.

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5 Photos You Should Keep on Your Phone (and a 6th If You Have a Dog)

Chances are you have your phone with you more often than you carry your wallet. There are five photos that you should keep on your phone, just in case:

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Your Estate Planning Shouldn’t End When You Write Your Will

You’ve taken care of all your estate planning and have a health care proxy, power of attorney, and executor of your estate. Bravo! However, your estate planning really shouldn’t end when you write your will.

Consider this: what if the unspeakable happens and you are incapacitated or die. Does your health care proxy know how you want to be cared for? Do you want to be kept on life support, and if so, under what circumstances should life support be continued or terminated? Does your power of attorney know where you keep your important papers? Does your executor know where to find your will and, if you have any, trust documents?

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Lost, Found, and Then … Never to Be Lost Again

Have you ever misplaced something, often a precious item or something you are on a deadline to retrieve, only to finally find it, thanking your lucky stars? Did you keep on looking for it once located? Of course not! You stopped, likely relieved beyond measure, swearing this would ‘never’ happen to you again, right?

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Murder Miss Eleni S

If you are like most people, admit it now: you have a file folder/drawer/bin called, “Miscellaneous”. Heck, you may also have a folder on your computer with the same name.

Murder “Miss Eleni S”. Get rid of it. Now. It is dangerous… so much so that you need to kill it.

Why? Because it’s too easy to dump everything into MISCELLANEOUS because, well, MISCELLANEOUS covers anything and everything. It Is akin to not putting things away. Find some common way to categorize the information or objects and sort them into those said categories.

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Drowning in papers? What to Keep, What to Shred, What to Toss?

Are you drowning in papers? Have you tried to thin out your filing cabinet but are unsure of what you must keep? This is a question that I get asked a lot when working with my clients. What to keep? What papers to shred or just recycle?

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What to Grab in an Emergency?

Over the past few months, the United States has had wildfires, hurricanes, and tropical storms. Last month was dubbed Disaster Preparedness month. While gathered with a few friends via Zoom, we got talking and wondered what would we gather in an emergency if we only had 30 minutes to evacuate? Here are a few of the items we thought we would grab in an emergency.

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How to Avoid Purging Too Much

Living here in the northeast, we often do a bi-annual seasonal swap of all manner of things. It is a built-in time to reevaluate the past season’s items as we have to touch each one in order to put it away. Nevertheless, there are definitely items you should think twice before purging too much.

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