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    Planning for Your Pets

    What do you want people to know about your pet? My sister was a frontline nurse in a hospital in Southern Michigan in March of…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional May 1, 2020

    Preparing for Paying for End-of-Life Care

    As you start to get your affairs in order, it’s a good idea to stop and think a bit about what sort of end-of-life care…

    Xoli October 17, 2022

    The Survivor’s Checklist: Your Loved One Just Died. What Now?

    What to do right away: In the first hour? Nothing is fine. Just breathe. It’s fine to just take a beat. There’s stuff to do,…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional March 3, 2021

    Take 30 Seconds to Add Emergency Info to Your Phone – here’s how!

    You carry your phone everywhere: here are some cool tips how to make it more useful in an emergency. From an iPhone, follow these directions.…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional April 28, 2020

    What do you want done with your guns when you die?

    “A well-oiled and stored gun is going to last a lot longer than you are…“ WHAT DO YOU WANT DONE WITH YOUR GUNS WHEN YOU…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional April 24, 2020

    Katy Butler’s “The Art of Dying Well”

    This was helpful, but there are better out there . Have you done end-of-life planning? I’m working through the process of getting your affairs in…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional September 30, 2019

    Book Review: Michael Hebb’s “Let’s Talk About Death Over Dinner”

    I recommend the book for anyone who finds themselves needing to facilitate these conversation. But even if you don’t read it, I think the *idea*…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional September 15, 2019

    Getting your Affairs in Order vs Estate Planning – have you done what you need to do?

    My new favorite book is Get Your Ducks In a Row: the Baby Boomers Guide to Estate Planning by Harry S. Margolis. He’s a Massachusetts…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional September 1, 2019

    Death & Taxes: What You Need to Know About Estate Taxes & Getting Your Affairs In Order

    They say nothing is sure but death and taxes, but the other thing I’m sure about is that getting your affairs in order is simply…

    Wendy Marsden, a Certified Public Accountant and CFP® Professional April 26, 2019

    Recent Posts

    • Preparing for Paying for End-of-Life Care
    • The Survivor’s Checklist: Your Loved One Just Died. What Now?
    • Planning for Your Pets
    • Take 30 Seconds to Add Emergency Info to Your Phone – here’s how!
    • What do you want done with your guns when you die?

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