Transferring Wealth

I’m Miriam Neff and I’m Valerie Neff Hogan with Wise Women Managing Money.

M Life is temporary.  It’s a loving thing to prepare for the reality that you’ll leave this planet.  You can’t take your possessions with you. Here’s a loving thing to do. 

Create an ‘I Love You’ box. This is a secured location or file where you keep insurance policies, titles and deeds, user names and passwords.

V Even more loving is to, in every season of your life, update your will and trust given the changing realities of life.  The expense and careful thinking will be a treasure to those you love.  It’s a legacy that matters. 

M That bit of preplanning on your part will spare others time of searching, discovering surprises and is the loving thing to do.