"My mom’s best friend lost her husband a number of years ago and she was confused when it came to even the most simple of daily financial decisions.  She had never paid a utility bill and she didn’t even know what was in her bank account or how to access it.  Her husband had made all of the financial decisions and had basically taken care of her and all of their finances.  Even though he thought he was doing her a favor – he hadn’t given her the tools to move forward and “survive” without him.  Working on this information now is really a great idea; and a wonderful way to feel prepared in the event of not only a death, but also if there were some catastrophic event.  Having everything in one safe and accessible place gives some much needed peace of mind."  Cathy Hoesch




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