Personal Document Locator

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This Personal Document Locator is intended as a helpful tool to record the location of valuable papers, assets and other important items. It will assist your family in locating all of your relevant documents and disposing of your estate in the manner you directed. This form is not intended to replace any legal documents.

 

You may want to consider the following items as you develop your locator:

  • People to Notify – providing names and addresses of your family, advisors ...
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Cryptocurrency: Bubble or New Economy?

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Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin wants in.

Psychologists have assigned a term to the angst you might be feeling in the heat of the moment. It’s called “FoMO“ or Fear of Missing Out. Education is the best first step toward ...

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