“Is not life
more than
[money]…”  Matthew 6:25c
  
     
 

 Hugh L. Hays, MS
President & Founder

info@morethanmoneyinc.com

P. O. Box 6834
Lubbock, Texas  79493-6834
 (806) 796-0328
or
(800) 905-4844

. InsWorksheet

InvestmentWrkst
 

 

 
 
Letter of Invitation

Many people realize that their personal and financial affairs are not completely in order.  Nothing has made us more aware of the situation than the September 11th incident in New York City.  It is ironic that the “twin towers” held some of the most prestigious and powerful financial institutions in the world and yet many of the employees of these business firms did not have their own personal and financial affairs in order. 

Consequently, weeks, months, and years later, families of these victims are still suffering from the personal and financial loss of their loved ones even though programs are in place to relieve some of the financial burdens.  Would these families have received any help if it had not been a “national tragedy”?  In other words, if they had died one at a time, would anyone have even noticed?  Ask yourself this question, “If I knew I had just three months to live, what are some things I would want to do for my family?”

More than Money is a workshop presentation intended to help you organize, evaluate and communicate your personal and financial information to your family. It is important to have this information in one place.  Therefore, we are providing a 3-ring binder with tab dividers and over 165 pages to help you get organized.  Each tab divider contains information, tips and worksheets to assist you.

 
 
 

This workshop covers three major topics and sub-topics, including:

Topic One:  Organizing Your Personal and Financial Information

  • Advisors (contacts that have important information for your family)
  • Various accounts (checking, savings, retirement, etc.)
  • Estate documents (power of attorney, wills, trusts, etc.)
  • Financial statements (list of assets and liabilities)
  • Important papers (organization and location of documents)
  • Insurance policies (various choices and evaluations of each)
  • Valuables inventory (ways to keep records in case of loss)
  • And more!

Topic Two:  Medical Decisions

  • Your rights and responsibilities as a patient
  • Organ donation
  • Advance directives
  • Medical power of attorney
  • Long-term care insurance
  • A living will
  • Bioethical decisions
  • And more!

Topic Three:  A Guide to Surviving a Death in the Family

  • Benefits available
  • Keeping funeral costs within reason
  • Funeral and burial arrangements
  • Pre-need insurance
  • Donating body to science
  • Bequests of personal items
  • And more!

The information you have in this workbook is not intended as legal, tax or investment advice. No decisions concerning insurance, investments, ownership of assets, estate planning or any legal documents should be made without the advice and assistance of competent professionals, including attorneys, accountants and financial planners.