Hugh L. Hays, MS
President & Founder
P. O. Box 6 8 3 4
Lubbock, Texas
7 9 4 9 3 - 6 8 3 4
(806) 796-0328
or
(800) 905-4844
Mission:
More Than Money, Inc. is a workshop designed to enable you to organize, evaluate and communicate to your loved ones some of the most important personal and financial information and decisions of your life.
It is important to have this information in one place. Therefore, we are providing a 3-ring binder with tab dividers and over 275 pages to help you get organized, plus a printable CD with all the worksheets. 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!
Mission