by Nanette Duffey | Sep 22, 2026 | Estate Planning, Insights, Legal Documents, Paperwork, Travel
Have you thought about the vital documents that you or your heirs might need later in life? Do your heirs know where they’re located? Do you? Thinking ten years ahead and preparing for probable scenarios is good practice for minimizing financial surprises. Documents...
by Nanette Duffey | Dec 28, 2022 | Holidays, Insights
With 2022 coming to a close, it’s time for Organized Instincts’ year in review. Here, you’ll find some of our most beloved blogs we hand-picked throughout the past year. From digital fraud to digital footprints and from perky pineapples to power of attorney, come and...
by Nanette Duffey | Sep 29, 2022 | Insights, Legal Documents
Every stage of life has key records you’ll need to keep accessible as you and your family members progress through the milestone seasons of life. Whether you’re a student pursuing a high school diploma, middle-aged work refining your financial plan, or older pursuing...
by Nanette Duffey | Aug 31, 2022 | Insights, Paperwork, Real Estate
No matter the type of property you own, from homes to vehicles to luxury items, owning these assets comes with the responsibility to keep important documents. Keeping records for your real estate holdings, such as a beachside condo rental unit, a summer vacation home,...
by Nanette Duffey | Aug 1, 2022 | Insights, Paperwork, Real Estate
When it comes to owning a home, vacation homes, or rental properties, you’ll want to know exactly where your documents are located. Make sure the documents for all your properties are safely stored. Don’t merely tuck them away somewhere and forget about them. These...
