10 steps for Creating a Smart End-of-Life Plan…. now is the time to get the 5 last steps in place!! Check out the first 5 in my previous blog postings! 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 for a new step every week!

6. Specify where important financial account information is located.  It may sound like an obvious thing to do, but few people keep a list of where important records pertaining to their savings, retirement plans, college-funding plans, mortgage, and insurance reside. Fewer still could name them all quickly in an impromptu quiz. Keep a master list and review it annually.

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

Make that master list today and get ready for step 7 next week!

🙂

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