Look, this blog isn’t about advertising for certain products, but this one (or something like it) is very necessary. I just did a client visit to a homebound lady whose husband was in a nursing home and needed Medicaid right away, and she had her Suze organizer on her kitchen table, and it was a breeze accessing all of her and her husband’s critical documents: estate planning documents, life insurance policies, deeds, titles to cars, bank account statements and information about debts, just to name a few. It made for an extremely productive afternoon!!!
I will probably come back to this topic again and again on the blog, but being organzied, and sharing information with your trusted relatives is so critical. You don’t have to get the Suze organizer, but you need to get organized if you want to be in control of your long-term care future!!!