top of page

Grandma’s Yellow Pie Plate – The Joy of Financial Security, by Donna Skeels Cygan

The book The Joy of Financial Security covers many financial topics, including estate planning. I encourage my clients to get their finances and legal documents “in good order” so that members of their family or an executor can more easily sort through everything in case of their disability or death.

I provide my clients an estate planning binder that begins with a spreadsheet that summarizes their finances. A copy of the spreadsheet (for you to use) is on the website

However, deciding to get your estate “in good order” goes beyond getting your legal documents updated and organizing your financial life. Another essential part is to decide who should receive your personal items.

3 views0 comments


bottom of page