Are your ducks in a row when it comes to organizing your life and financial documents? Tune in to our insightful discussion with Kathy Devine, a 32-year CPA veteran, as we dive into the importance of financial planning and organization. Kathy shares her expertise on the Tom Coughlin J Fund's financial literacy program, which assists families facing the challenges of a cancer diagnosis and treatment. We also touch on the significance of self-care and avoiding unnecessary stress for ourselves and our loved ones.

It's vital to have an estate plan in place, and we break down the key documents you need to ensure your affairs are in order. Learn about the benefits of joint ownership of assets, the function of a will, healthcare surrogates, and power of attorney, as well as how to obtain these essential documents. Additionally, we emphasize the importance of financial literacy for women and acknowledge the need to celebrate your success in getting organized - perhaps with a glass of wine!


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