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Where There’s a Will There’s a Way – End of Life Planning

Where There’s a Will There’s a Way – End of Life Planning

by Nanette Duffey | May 2, 2022 | Insights, Legal Documents

It doesn’t matter if you’re young or old, the reality is that we all die. Preparing yourself and your family for the inevitable is best done sooner rather than later. Three of the best things you can do is get a Will, get a power of attorney, and get an advanced...
Assurance – Secure It With an Annual Beneficiary Review

Assurance – Secure It With an Annual Beneficiary Review

by Nanette Duffey | Apr 25, 2022 | Insights

No matter your age, your profession, or your season of life, you’ll want to assess your list of beneficiaries. Relationships and circumstances change, and sometimes, so do your recipients. Here are everyday life events when you want to complete an annual beneficiary...

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Organized Instincts pays bills, organizes financial documents, and tracks spending for busy families, traveling professionals, and semi-retired couples.

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Insights

  • Breaking a Mental Health Stigma – Write a PAD
  • Does Estate Planning Feel Like Jumping Off a Cliff?

Contact Us

Phone: 770-975-2850
Email: Nanette@OrganizedInstincts.com

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