Financial Accounts
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Task: Use Tax Returns As A Blueprint
These mandatory state and federal filings are a buried treasure of information hiding in plain sight.
Task: Start To Expect Your Unexpected Bills
Our lives are packed with bills we know are coming, but then there are ones that can appear out of nowhere.
Task: Get A Handle On The Rest Of Your Recurring Bills
One common denominator among all bills is everyone has too many of them.
Task: Organize Your Home Utilities
Offer up a clear picture of all the bills you pay to keep your home operational.
Task: Consolidate Your Credit Card Info
If you handle the majority of the credit cards for your household it might be hard for anyone else to understand the behind-the-...
Task: Try Out An Online Financial Aggregation Service
node/2507Rather than list out all your accounts on paper or create a complicated spreadsheet, you can gather all your finances in...
Task: Organize The Details About Your Money & Assets
It doesn’t matter how much money you have, at least for planning purposes, but where you keep it.
Task: Who Are Your Financial & Legal Contacts?
You could have been seeing an accountant or attorney for decades, but does anyone in your family know who that person is?
How To Cancel A Gym Membership After A Death
We wouldn’t be surprised if Anytime Fitness tried to follow you into the afterlife.
How To Get A New Social Security Number
Find out whether or not those same nine digits stay with you for the rest of your life.
What You Need To Organize During And After A Divorce
Divorce is always difficult and complicated, but there are ways to make the logistics a bit more manageable.
Millions Of Active SSNs Belong To People Over 112
“You look quite spry for a person in their 100s.”
How To Find Unclaimed Or Forgotten Money
Ever forgotten to cash a check? Or have no idea if you were named as a life insurance beneficiary? You’re not alone.
Are Your Clients Subject To Estate Taxes Without Knowing it?
A client may not think they have more than $11.4 million to qualify for the federal tax threshold, but the entirety of an estate...
7 Life Events That Require An Immediate Estate Plan Refresh
If you’ve experienced any of the following things, you need to update your estate plan right now.
Will Your Children Inherit Your Debts?
There’s a lot to sort through after the death of a parent -- boxes of photos, heirlooms, long-forgotten toys you left in their...
State-By-State Estate And Inheritance Tax Rates
Some states have inheritance tax, some have estate tax, some have both, some have none at all. See where your state shows up on...
So Much Money Is Wasted Every Year On Unused Gift Cards
It’s a billion.
How Difficult Is It To Talk With Your Family About Money?
Some families have no problem discussing money. For the rest, use these tips to get your family on the same financial page.
The Fiduciary Rule: Advisors Must Put Client Interests First
The on-again, off-again, and now on-again law affecting financial advisors is slated to take effect June 9, 2017.
Spring Planning: Clean Your Home And Get A Plan In Place
Mix spring cleaning with some planning and you’ll feel as fresh and alive as a cherry blossom.
Important Document Cheat Sheet: Five Tips To Get You Started
Get organized quick to avoid a hoarder scenario.
Checklist: Documents To Organize And Share
Here are some of the essential documents, accounts, and types of information to organize and put in your Everplan.
All You Need To Know About Organizing Important Documents
Our endgame is simple: Make all the paperwork in your life manageable so you don’t overwhelm the people you leave behind.
All You Need To Know About Trusts
Set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.
All You Need To Know About Creating A Will
Who gets your kids? Who gets your stuff? What do you need to make it official? You've got questions, we've got this article.
How To Organize All Your Digital Property and Assets
Digital estate planning is the process of organizing your digital property and assets and making arrangements for what should...
Estate Planning Documents You Need To Organize and Share
Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing...
Financial And Insurance Documents You Need To Share
For various financial accounts and holdings, and for different legal arrangements, you'll need to gather different types of...
Military Deployment Checklist
Deployments can come when you least expect, so better safe than sorry.
Siblings Fight Over Estranged Brother's Secret Fortune
What would you do if an estranged family member passed away and turned out to be secretly rich?
How To Manage A Large Cash Windfall
You just came into a lot of money. Here’s your plan.
Does Your Family Know Who Handles Your Finances?
Identify the people in your life who have their mind on your money. (In a professional capacity, that is.)
How To Organize All Your Benefits And Pensions Information
You earned these benefits throughout your life. Don’t let them disappear when you or your family needs them.
Keep All Your Financial Accounts & Assets Neatly Organized
Don’t let disorganization become one of your biggest money problems.
Organize Your Employment Information And Work History
Think of it like a resume where you don’t have to try to impress anyone.
A Reclusive Heiress, $300 Million, And A Contested Will
This is super fascinating, entertaining, and oh so very complicated. But we break it down and offer helpful lessons along the way...
Auto-Payments Don't Stop Just Because You're Dead
A woman named Pia Farrenkopf from Pontiac, Michigan had been dead for five years...and no one noticed.
Not All Responsible People Have A Will. Some Are Just Lazy.
Here’s how to motivate your Will-less clients to protect their family and assets.
The 4 Different Types of Trusts
In estate planning, Trusts can be established to easily transfer assets to heirs. With the right set-up, assets in a Trust...
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