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Planning for the Inevitable: How to Organize Your Affairs for Your Next of Kin

Planning for the Inevitable: How to Organize Your Affairs for Your Next of Kin

Posted On: June 27, 2025 by Prevail Bank in: Banking / Money Management, Community

 

No one enjoys thinking about death—especially their own. But as uncomfortable as it might be, preparing for the inevitable is one of the most thoughtful gifts you can leave behind for your loved ones. When someone passes away, the emotional burden on the next of kin is already immense. Compounding that with the stress of unraveling financial accounts, notifying institutions, and tracking down essential documents can be overwhelming.

That’s where smart, forward-thinking...

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Tags: Beyond Banking, finances, Organizing for Next of Kin

young adult on her laptop and drinking coffee

Use Our Spring Cleaning Checklist for Your Finances

Posted On: April 12, 2024 by Prevail Bank in: Banking / Money Management

Financial Spring Cleaning Checklist

Ah, spring time. Tax-refund season – whoopee! (Well, hopefully it’s a tax-refund season for you.)

Regardless, this is the good time of year to reset, to recheck, that all the efficiencies, security enhancements, and money-saving opportunities for your accounts and finances have been established.

Efficiencies are the automations you will want to incorporate that could simplify your life, which in turn reduces stress, and in...

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Tags: finances, financial education, financial spring cleaning checklist

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