Tag: Paper management

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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