Resources

For the Past, Present & Future

 

”Go”Help

Links

”How
FREE SOFTWARE 

For phase one of the My “Everything” File® we have found you a software that you can download and edit any of your pdfs for FREE. It even comes with some great training tutorials and is very easy to use.

Download it Here >> https://pdf-xchange.eu

It does have a paid version for $43 US. The paid version will remove the watermark that is left in the top corner of each page once you do an edit. Your documents are only altered in the way you chose to alter them.

PAID SOFTWARE

If you are a subscriber to Adobe Acrobat Editor DC or Adobe Creative Cloud you likely already have this technology at your fingertips. There will be an edit button in your Acrobat software.

THE FUTURE

In phase two of the My “Everything” File®  we will begin upgrading the forms to send you fillable PDF’s, but that is a 6-month project to complete all 8,000 questions manually. We need to have more time and money to pay the staff to make that happen.

”Other
Credit Checking >> 

Military Benefits >>

 

”Organization
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The Written Chapters

Download Chapter 1

Let’s Get Started

Download Chapter 2

Getting Organized and Creating Your Own Home Filing System

Download Chapter 3

Security Concerns, Passwords, Identify Theft, and Common Sense

Download Chapter 4

The Estate-Planning Process

Download Chapter 5

Your Estate Plan and The Estate-Planning Documents

Download Chapter 6

Your Digital Estate and Digital Assets

Download Chapter 7

Your Assets

Download Chapter 8

Your Debts and Liabilities

Download Chapter 11

A Checklist for Your Survivors – Tasks that Need to be Done after the Death of a Loved One

Download Chapter 12

Your Family Legacy

Where to Find Unclaimed Property by State

“The things we do outlast our mortality. The things we do are like monuments that people build to honor heroes after they’ve died. They’re like the pyramids that the Egyptians built to honor the pharaohs. Only instead of being made of stone, they’re made out of the memories people have of you.” ― R.J. PalacioWonder

Resources Referenced Inside

TRACK YOUR MILES FOR TAX WRITE-OFFS

MileIQ is the leading Mileage Tracking App for Android, iPhone. Ditch your mileage tracker forms and let them handle your business miles for taxes.

FREE SOFTWARE FOR RECORDING LEGACY VIDEOS

Integrated email marketing, marketing automation, and small business CRM. Send beautiful newsletters, set up behavioral based automation, and benefit from sales automation.

SAVE AND SHARE PASSWORDS SECURELY

LastPass is the best password manager, password generator, and vault. Share passwords with friends and partners securely and effortlessly. LastPass makes and remembers your passwords, so you don’t have to!

FOR THOSE OF YOU THAT US AN ACCOUNTANT

ShortPixel is an image optimization and compression API and WordPress plugin that helps improve your website performance. plug in for website to make pictures smaller/optimized so website loads faster