Financial Affairs at the End of Life
The Michigan Association of CPAs (MICPA.org), in partnership with Hospice of Michigan, offers a guide that helps individuals and families get organized and prepared for finance-related end-of-life issues. This guide includes checklists and directives to help users create a plan to protect their families and their legacies.
FSAs, HSAs, and HRAs
When considering health plans, it’s also important to consider the different types of health spending accounts that may be offered in lieu of, or in addition to, a health insurance policy. Learn more about each of these types of spending accounts with the links to the Internal Revenue Service:
Financial Scrapbooking can be a fun twist on gathering important household and personal information together in one place for emergency access by loved ones or trusted friends. Here’s a link to get you started on creating your own Financial ScrapbookSM:
To download a PDF of all of the diagrams featured in The Entrepreneur’s Guide to Financial Well-Being, click here.