Has the change of seasons inspired you to do some spring cleaning? Pathstone encourages you to tidy your financial records as well. Whether you are ultra-organized or could use some inspiration from Marie Kondo, here are three goals to consider for financial health:

This is the second of a 2 part series on the basics of estate planning. In the previous installment, we addressed the 7 documents in a basic estate plan. This installment will focus on key decisions and pitfalls. 

The birds are chirping, the sun is shining longer, you planted a new garden, and your thoughts are turning to spring cleaning your finances… wait, what?  Spring cleaning typically focuses on physical assets, such as the drapes, the carpets, and the kitchen drawers.  However, you may find that tidying up and decluttering financial assets and digital information also brings joy and enhances your sense of well-being.  This article highlights five boxes that you should check when pondering how to spring clean your financial goals.