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4 Quick Tasks To Keep Your Estate Plan In Great Shape By Melinda Gustafson Gervasi December 27, 2024 Image by M. Gustafson Gervasi, 2024 Departing buses, Panama There is a “National Day For ……” everything, including “ Still Need To Do Day ”, which is celebrated on December 29th.  A day that is set aside to make a final push to complete items on their To-Do List of the current year.  While 2024 may be fading fast, there is still time for those eager to create or update an estate plan.  In fact, you may be off of work this week, creating more more free time than usual.  Here are 4 quick tasks you can work on before 2025 arrives: Print off your holiday mailing card list and put a hard copy with your estate planning documents.  I do this every year.  When my earthly time comes to an end I want my loved ones to send a note to those I felt close enough to receive a holiday card.  Having a printed list of names and addresses is low-tech and easy has heck to a...

Nonprofit Offers: Caution! If It Is Free, You May Be The Product By Melinda Gustafson Gervasi December 10, 2024 Too Good To Be True? As the calendar year comes to a close your inbox and USPS mailbox are likely filling up with solicitations from nonprofit organizations you value and support.  In recent years I have noticed a trend in the nonprofit world, one that gives me pause and raises my eyebrows.  Nonprofits are giving out free, online will programs. The “free will” offers may be tempting, but proceed with caution.  One nonprofit sent me a message that said “in under 20 minutes and just a few keystrokes, you could have a will”.  Sometimes the easy route is not the best route.  To quote President John F. Kennedy: We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard, because that goal will serve to organize and measure the best of our energies and skills, because that challenge is one that we ...