It’s that time of year again: Back to School

backtoschool

It’s hard to believe, but the school year is just around the corner. I encourage you to take the time now to get organized in order to make this school year more productive. You can work together with your family to create systems to stay organized throughout the year.

With all the Back-to- School sales, now is a fantastic time to take inventory of the school and art supplies you have in your home. Note what you need and what you might run out of by mid-year. Store the extra supplies in a box, or closet, so they are easily accessible for your child. Your child should get into the habit of doing their homework at the same time, and in the same place, each day Keep a box of supplies close to this area. Getting into a routine keeps one organized.

Because routines are so important to staying organized, I encourage my clients to get into the habit of preparing the night before for the next day..Here are some examples of things you can do the night before to make the mornings run smoother:

  •  Fix and pack lunches and leave in refrigerator
  • Pick out the next day’s clothes
  • Pack backpacks with all books and papers that need to go back to school
  • Determine breakfast and have as much ready as is possible.

Once your child is at school, another area that is important for them to keep organized is their lockers. There are several locker organizers available to purchase that will create extra space in their lockers. Encourage your child to have a designated space for papers and books that need to come home with them each day.

Remind your child that, being organized will provide them with extra free time. It will also offer you piece of mind.

Happy Organizing!

Estate Planning

Establishing and maintaining a systematic plan for keeping track of important papers allows our loved ones to easily access them in the event of an emergency or death. I recommend creating a list by taking an inventory of all of your important papers and note their locations on your list. If the papers are scattered in various places, try to consolidate them to a central location.

These papers should include family, property, financial, and legal papers that legitimize and protect you, your family, and your estate. They document identification, ownership, legal and financial status, employment, education, and family history and may include:

  • Birth Certificates
  • Credit Card Information (including auto charge information)
  • Debts Owed and those to be collected
  • Financial Accounts
  • Funeral and Burial Plans and Records
  • Household Property Inventory
  • Income and Expense Records
  • Insurance Policies
  • Investment Records
  • Marriage Certificate
  • Medical Records
  • Membership and Subscription Details
  • Passports
  • Passwords
  • Powers of Attorney
  • Professional Advisers
  • Property Appraisals, Deeds and Titles
  • Safe Deposit Box Inventory
  • Social Security Cards
  • Tax Records
  • Vehicle Information
  • Wills and Trusts 

When you are finished, give this document to one or more trusted persons (such as your attorney, friend, or family member). I would also place a copy in your safety deposit box and in a safe place in your home that is easily found by the appropriate person.