10 steps for Creating a Smart End-of-Life Plan…. but don’t wait until the end of your life to do so!!

If the worst were to happen, you wouldn’t want your family to be burdened with financial , legal and logistical problems. These 10 steps will help you get your affairs in order and provide you with the peace of mind of knowing that your wishes are clear and that your loved ones will be taken care of.

Follow my blog over the next 10 weeks for a new step every week!

1. Have a will and update it periodically. The will designates executors , guardians and trustees. Your executor’s first task is to locate your will, and you can help by keeping the original in a fairly obvious place. A good start is to put your will in an envelope on which you have typed your name and the word “Will”. You should then place the envelope in a fireproof metal box, file cabinet, or home sage. An alternative is to put it in a safe deposit box.

Do this today and get ready for step 2 next week!