Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.
Because a trip to the doctor is not on our list of things we like to do, especially when traveling or vacationing, preparedness is essential. Preparedness is prevention.
As my dining room looks more like Santa’s workshops every day, I find myself envying the gift rooms at the homes of past employers. A gift room takes a little work to set up but it can save you during those moments when you need a birthday gift in 5 minutes, or when you're handed a 100 hostess gifts as guests arrive. Like everything in estate management, It's about having a system that works when life gets busy, which is most of the time. Set it up properly once, and you'll never go back to wrapping gifts at your desk again.
Do you conduct a year-end review with your vendors and contractors? It’s one of the most effective ways to assess the strength of your service network and make informed decisions before extending any agreement. A proper review looks at services delivered and the outcome of those services on your operations and budget and provides a non-contentious format to approach renegotiation or scope or cost before entering a new contract.
