Thinking about planning for the future

Beyond the Will — Part 1

Karen CaccavoFinancial Organizing, Important Documents, Organize my finances, Personal Owner's Manual, Working with Seniors

It’s challenging to get people to sit down and create a will (no surprise that over half the adult population is without one). Lack of time and focus, fear, even superstition get in the way. I am not an attorney:  I clearly leave will-writing (and all other legal work) to those professionals. As a financial organizer / daily money manager …