10 steps for Creating a Smart End-of-Life Plan…. now is the time to get the 4 last steps in place!! Check out the first 6 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!

7. Specify where important non-financial information and valuables are located, such as marriage certificates, birth certificates, titles/deeds for the house/cars, passports, jewelry, safe deposit box key, items in storage facilities, etc.

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

Make that master list today and get ready for step 8 next week!

🙂

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