24 Update Important Docs 2

I’m Miriam Neff and I’m Valerie Neff Hogan with Wise Women Managing Money.

M Big changes in life mean addressing documents that need to be changed.  Divorce, death, job and location changes, documents need to be relevant to life’s realities. 

V A good attorney specializing in Wills and Estates can help you.  Do not procrastinate; it is a loving task for your family and all who will manage these affairs for you. To start using a new financial advisor, or one new for you, there are ways you can vet this person and make sure they are a good match for you and their resources.

M In my big change, I determined that the most important characteristic was that they listened to my needs and desires and did not show up with their own agenda.