Savvy Senior: How to Get Your Affairs in Order

Dear Savvy Senior

I would like to get my personal and financial information organized so my kids will know what’s going on when I die. Any tips would be appreciated.

Overwhelmed Senior

Dear Overwhelmed,

Organizing your important papers and personal information is a smart move and a great gift to your loved ones. Here are some tips to help you get started.

Get Organized

The first step in getting your affairs in order is to gather up all your important personal, financial and legal information so you can arrange it in a format that will benefit you now, and your loved ones later. Then you’ll nee...