Steve’s Thought of the Day
Family time – it’s something we have much more of right now. For many of us it’s a good time to get back to basics – relationships, house work, shared values, past recollections, discussions of shared visions, shared dreams, and shared goals, stories of good times and bad, joys and sorrows. It’s also a good time for practical conversations about your estate planning – nothing too serious or morbid – just making sure loved ones understand basic things like where important documents are located, where asset information is stored such as account numbers, investment account statements, life insurance and annuity policies, retirement plan statements, deeds, savings bonds, and digital asset data, talking to your trusted chosen fiduciaries and making sure they understand their responsibilities and that they are willing to serve when needed, letting them know your thoughts feelings and desires about healthcare, financial management, special instructions, and more. Yes, it’s a challenging time, but it’s also a family time. #elvilleeducation
