May 07, 2008

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Setup a New Address - Friday @ 5:00 Create a non-work email. Yep, you guessed that this is written for middle-aged folks because our kids have 2, 5, or more email addresses and don't need this advice. Too many of us are using work email for some things that we really shouldn't. Some of you can't believe I'm writing this because it's so obvious to you. But, reality offers better stories than fiction – a very high level executive client of mine is literally looking for a job using his work mail. Remember that a company has the right to read, review, and act on any and every piece of email that is sent through the company system. So, this executive's activities may be uncovered before he has his next position resulting in unlimited time to look for the next position. Ow. Additional reasons to have a universal email account are: Your email address will be the same no matter where you are working or who your ISP (internet service provider i.e. @comcast.net or @verizon.net) is. This address should be used for online purchases, e-zines and newsletters, and other public purposes. It's easy to walk away from a universal email address by simply ceasing to check it. No corporate overseer has the right to read your email or act on it (as long as you're not using a company computer to check it). Universal email are web-based or on your own domain. A few popular options are: Gmail Yahoo! Mail AOL (American OnLine) Mail.com Fortunately setting up a new email account at any of these providers takes less than 10 minutes – often less than 5. You simply click on 'Get A New Account' or 'Register' and follow the steps, answer the questions, write a password and you're ready to go. If you're feeling very accomplished, set up Outlook to retrieve your email into a central mailbox. Again, if you do this on your work computer, they have the ability and right to monitor your email. Do it on your home computer. I have Outlook checking 2 Gmail & my ProductivityCafe & my OrganizersInc e-mailboxes – very convenient and all the emails are in one inbox. Then be sure to use it and check it at least weekly. Use it for the contact email on services you use, use it for personal correspondence, use it for job hunting, and write below to share with other Productivity Café readers...
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Productivity & The Grave Part 3 – The Resources The third part of this series on having your estate in order we're going to look at some resources that will contribute to being proactive and thereby, productive. In Part 1 we looked at the whole idea of getting our heads out of the sand and collecting the information on the things that we should handle in our will and trust. In Part 2 A&B we look at the conversations that need to be had within a family and with experts. Here we're going to overview the resources that could help you a lot and how to locate them. The short list of resources that should be of value to you are: A couple of good books so you become educated An Estate Lawyer A Tax Accountant A Friend or Family Member to be your executor and trustee. A Financial Advisor A Great Filing Cabinet & Filing system (that's covered in Parts 4 & 5) On why they're important and where to find them: Books Book learning is vital to you being prepared because there is so much to learn that a professional would be outrageously expensive and just wouldn't have the time to go over all these points with you. Reading a book or two before you meet with the resources below will allow you to streamline your time with them (saving $) and to ask relevant and intelligent questions (getting the right things in place as a result). I found two books on Amazon.com that have served me very well in these few months after my Dad's passing. The titles of the books that I read cover to cover and educated me extensively are: Beyond the Grave by Condon, and The Wise Inheritor by Perry. The thing that will serve you well on Amazon is that you can type in these titles and Amazon will suggest at least 7 books that are similar. One of those might appeal to you more. These options come under the description of the book and are titled "Better Together" and "Customers Who Bought This Also Bought…" An Estate Lawyer You need to find someone who has written wills and trusts and has been around long enough to learn what goes wrong with average, incomplete, and naïve documents and plans. For example, Charlie is worth $3,000,000+. His brothers are the successor trustees when Charlie dies. However, neither brother is worth more than $500,000...

Susan Sabo

I am a tool-loving productivity specialist who gets things done so I can travel the world, bicycle our country, spoil my friends & colleagues, and show you how to do the same.

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