Saturday, September 20, 2014

Digital assets and planning

Recommended: The Care and Preservation of Your Digital Assets, a three-part series posted at the Los Angeles Estate Planning Attorneys weblog. This is an area that needs more attention from many of us.

Thursday, September 11, 2014

Use the power

Cool Tools today features GoodRx.com, a web site that provides online comparison shopping for prescription drugs.

Sunday, September 7, 2014

Keep things organized

We have previously noted* on these pages that an important part of succession planning is gathering your key information such as account numbers, contact information, passwords, etc. so that members of your family can find what they need when the time comes. We recommend Erik Dewey's Big Book of Everything, available without cost in either PDF or Excel format, to help with this endeavor. If you use it and you like it, as he says, buy one of his books.

* See our October 11, 2011 post entitled A Real Bucket List

Saturday, September 6, 2014

Prepare now for future emergencies

LifeHacker posted How to Create an In-Case-of-Emergency Everything Document to Keep Your Loved Ones Informed if Worst Comes to Worst. It offers several key steps and then links to additional resources.

Step 1: Gather Your Vital Records to Keep in the Master Information Kit
Step 2: Export Your Accounts Information
Step 3: Share Your Master Information Kit and Vital Documents
Step 4. Regularly Update Your Everything Document