All posts by My Life & Wishes Team

What is an Estate and Do You Need Estate Planning?

Estate planning

For many, the word “estate” conjures up thoughts of a sprawling mansion. In reality, it doesn’t matter if you own a mansion or a mobile home. Estate planning is simply a fancy name for a plan to make sure that your property and health care wishes are carried out when you die.

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Do You Know What To Save?

keep or shred

In a recent report we touched on the importance of keeping certain financial documents.

Today, we are taking a deeper dive into what you should keep and for how long. We’ll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.

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