“The economic recovery is not yet complete, but the sharp rebound has been surprisingly positive, and thanks to the tailwinds of elevated savings levels, vaccine distribution, and an eagerness to resume social activities, forecasters are anticipating the coming quarters will reflect some of the highest levels of  in economic growth decades.”

My mother is an organizing/cleaning enthusiast, so the tips I share today would be at the top of her list. The tools she gave me helped create the foundation I needed to make confident financial choices. One of those skills was to organize and create a clean space before making any major decisions. Ultimately, she wanted me to be empowered and financially independent. I still use many of her lessons today, which drew me towards the HerPath initiative at Pathstone. 

This is the first of a 2 part series on the basics of estate planning.  This installment will focus on the 7 types of documents that may comprise a basic estate plan.  The next installment will focus on key decisions and pitfalls.

Types of Documents: