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!

5. Review beneficiary designations for your various financial accounts, including group and individual benefits like life insurance and 401(k)s. Check annually to ensure those named in your insurance policies and retirement plans are still relevant to your needs and wishes. Many people are under the misconception that if they have a will, they are covered. However, beneficiaries designated in documents generally fall outside the scope of a will, so it is critical that you keep your records updated.

If you need help finding one, contact me for a referral to a highly qualified financial adviser.

Review your documents and beneficiary designations today and get ready for step 6 next week!

🙂

Advertisements