by Nanette Duffey | Feb 10, 2026 | Insights, Taxes
In the complex lives of high-net-worth individuals, annual tax preparation frequently feels like a high-stress puzzle. A Daily Money Manager (DMM) empowers you by expertly handling routine tasks and providing delegation that brings peace of mind. For executives, trust...
by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Jan 14, 2025 | Financial Partners, Insights, Taxes
Trusted advisors, such as accountants, lawyers, financial advisors, and insurance brokers, are necessities for controlling and overseeing often complex financial ecosystems. At Organized Instincts, magnifying the value of your relationship with these advisors is one...
by Nanette Duffey | May 7, 2024 | Estate Planning, Insights, Legal Documents, Paperwork
When it comes to estate planning, drawing up a plan—and completing it—spells out your intentions for distributing your estate to your loved ones, cherished places, and favorite organizations. Getting all your affairs in order and all your accounts squared away is the...
by Nanette Duffey | May 18, 2023 | Insights, Legal Documents
Towering many feet up in the air, peering over the edge with her toes curled tightly around the rock a diver nervously looks over the edge. She fears the dive, but jumps first, and splashes down in the water. Now, with palms sweating and knees shaking, it’s your turn...
