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Important Papers

Paper – Should You Keep it? Can You Find It?

Paper!  We are besieged by bills, junk mail, school notices, insurance policies, magazines, catalogs, invitations, correspondence, warranties, receipts and bank statements. Our lives, work, home and families can require us to deal with enormous amounts of paper. It can very…

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Blog Organize

Give The Gift Of Organization

  Treat someone in your life to the gift of organization. Gift certificates are available in hourly increments; there is a three-hour minimum per session. Recipients must live within 45 minutes’ travel time from Bridgewater, MA (South Shore area), or…

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Virtual Estate Planning

Virtual Estate Planning

One day the manager at my bank approached me for help with a client, a 32 year old man who had lost his wife. He had arrived with a stack of papers, explaining that he did not know how much money…

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Organize Your Estate Paperwork

I have often helped families find the documents needed to settle an estate after the loss of a loved one.  It is easiest if there are organized up-to-date files, but honestly that is a rare occurrence. More commonly the important documents are scattered over several rooms…

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