Organizing Information

Preparing for the Loss of the Family CEO: Part III

Posted on: January 27th, 2016
In part I, I described the problems that people face after the Family CEO dies. In Part II, I suggested creating a family contingency plan to help prepare for the loss of the family CEO, and concluded with an important key to making the plan work: sharing it with those who will need to carry it out (your “helper”)!...

Preparing for the Loss of the Family CEO: Part II

Posted on: January 25th, 2016
In part I of this 3 part series, I described the problems that people commonly experience after the “Family CEO” dies. Now I want to share some ideas to help prepare for that event....

Preparing for the Loss of The Family CEO: Part I

Posted on: January 22nd, 2016
The Family CEO knows all of the important facts, account numbers, payment due dates, how payments are set up, who the professional advisors are, and all of the other information necessary to manage the family business. The other “what me worry” spouse happily allows the Family CEO to perform these functions, and trusts that all will be well. The problems occur when the Family CEO dies first....

Who Knows Where to Find Your Original Will? Baltimore Register of Wills Can’t Find Her Father’s Original Last Will!

Posted on: August 23rd, 2015
While it’s not unusual for an original last will and testament to be misplaced, it is when your daughter happens to be the Register of Wills for Baltimore City. Will Your Family Be Able to Find Your Original Will?...

What Documents Do You Need to Find After a Loved One Dies?

Posted on: August 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find...

Where is the Best Place to Store Your Original Estate Planning Documents?

Posted on: July 31st, 2015
Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and healthcare directives – should be stored for safekeeping. While there is no right or wrong answer to this question, consider the following:...
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