True Stories

The past several postings are all true incidents of calls we have received. But what makes our business successful and interesting is helping people work through the puzzle of figuring out what needs to be done first, second and so on. We do have a lot of resources to assist prospects and clients for their

Mid November, I had a call from an assistant who was trying to help her boss find solutions. The bosses’ wife, who was an artist, passed away. The husband (“Boss”) sold her studio house and a property next door. He needed help on how to sell or donate many or all of her art supplies

Other Important Documents Fine or Estate Jewelry (with any appraisals) – keep written wishes on who receives certain pieces Collections (stamps, coins, art, wine, pottery, etc.)- document the location and tag who will be the recipient(s), or will all or some go to a charity Marriage license, birth and/or death certificate, passport, copy of drivers

Insurance – (LIST ALL POLICY ACCOUNT NUMBERS, COMPANY, FACE VALUE, AGENT, PHONE, E-MAIL AND BENEFICIARIES) Whole life insurance Term life insurance Long term care insurance Health insurance / Medicare/ Supplemental insurance, pharmaceutical insurance Auto/boat/motorcycle insurance Homeowners insurance Pet insurance Fine Art insurance Second home- location and all information above Liability insurance/umbrella policy Disability insurance Personal

Well, we all made it through Thanksgiving with our families. If the adult children went to visit their “mature aged” parents, they probably noticed how they were living in their environment. Had they been cooking? Were clothes piled up because they couldn’t go up and down the stairs? Were there piles of clothes on the

Learning and working from home means putting a schedule together and having an organized space. Some families share a dining room or kitchen table as a multi workspace and then dining at the table. If you don’t have a spare bedroom or basement or sun room to create a focused area here are some ideas:

1. Your entrance area – Do you come into your home through the garage? This is where your keys, shoes, coats and handbags are dropped? If you don’t have cubbies or a space to put items and not much room, then create space by using the back of the door. An over the door hanger

1. Start early. It’s never too late to begin the process. Downsizing/decluttering takes time and energy. Focus on some of the more challenging areas that are time consuming such as going through files. Get two large trash bags and Label one with shred and the other with trash. Put in the shred bag, documents including

I get calls all the time from adult children and prospective residents to say they are contemplating a possible move and downsize, but don’t know where to move to and they don’t know what needs to be done. The resident sits on those thoughts, sometimes for months or a year. Then I get the phone

Wow, the summer flew by! Here is how to put order into the students routine: De-clutter the back pack if they are using last years. Get rid of old papers. Use spiral notebooks if it still has a lot of paper. Rip out old notes and continue using. Establish an area where all papers from

When I say traditional, I mean it has a door and you have your own space. What is working for you? What is not working for you? If you are not using a headset for a landline or your cell phone, I highly recommend you get one. It saves on your neck. If you are

I love using labels. It tells you where you have put items and where to return them. Here are some rooms you can use them in and how to use them. The Garage: 1. Guys who have work benches and love their screws, nails, nuts and bolts can use labels. Mason jars are clear and

Losing a loved one is very emotional. Most people don’t prepare for their death. Heart attack, sudden sickness, car accidents, and so many health issues that we don’t account for. In my previous blog, I discussed monthly about preparing your “Life Document “ folder for emergencies. The most difficult part of clearing out a home,

Apple iCloudPros: Free but limited storage and automatic photo uploading.Cons: The free storage limit is only 5GB.Quick take: For those who own Apple products, this service makes backing up your images super-convenient, but the 5GB of free storage doesn’t get you very far. You need to pay about $1 per month for 50GB, $3 per month for 200GB,

Do you have a cabin/lake home that you rent on a yearly basis? As summer is quickly approaching, you might be preparing the family cabin/lake home for rental. Here are some items that you can put in clear plastic totes, that clip on the side: Sheets and towels- You can put them in one container

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True Stories

Your “Life Document” Checklist- Part 4

Your “Life Document” Checklist- Part 3

Your “Life Document” Checklist- Part 2

Your “Life Document” Checklist- Part 1

Setting Up a Home Office and School Work Space

5 Spaces to Organize First

10 Tips to Downsize and Declutter

When is the right time to downsize and move?

Back to School

Organizing a Traditional Office Space

Get Organized with Labels and Containers

After Losing a Loved One – Concierge Services for the Family

Pros and Cons to Photo Cloud Storage

Packing and Organizing Your Cabin/Lake Home