End-of-life planning is a proactive process that allows you to decide how you want your affairs handled should you become incapacitated or once you’ve departed. Life Snapshot helps you organize your critical documents and will communicate your wish...
Read More ›Research suggests that most physicians believe that having an advanced directive will help with end-of-life decision-making by reducing the overuse of life-sustaining treatments and increasing the use of comfort medical care. Source: https://bit.ly/3...
Read More ›Plan ahead this New Year and set aside a portion of your income for savings. It is crucial as it offers peace of mind, allows you to plan out your short-term goals, and gives your family security in case of unfortunate circumstances....
Read More ›Save time storing your documents in a safe platform while you’re on the go! You can take a picture of your document from your phone and upload it into the Life Snapshot system. Visit www.lifesnapshot.com to learn more....
Read More ›Throughout our lives, we generally acquire assets that someone will need to manage after death. One quick tip as part of your financial plan is to ensure that you’ve listed designees for your bank account to be “Paid On Death.” These individual...
Read More ›When you keep track of your expenses, you will know where your money is going and what changes may need to be made. Most banks offer snapshot tools that will help you compare expenses on a monthly basis. Take a few minutes to review all of your charg...
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