End-of-Life Planning Mistakes to Avoid

Financial Planning magazine has an article that’s near and dear to my heart.  It describes just how devastating it can be when people don’t clearly express their final wishes to their family.  You can read the article here, but a few bullet points are worth making.

  •  Check your life insurance, IRA and annuity beneficiaries.  They are the ones who get your assets no matter what the will says.
  • Don’t forget about the little things that the heirs may fight over after you’re gone.
  • Don’t leave a lot of unanswered financial questions for your spouse to figure out.
  • Plan your funeral.
  • Leave a will or trust.
  • Share important financial details, including a list of lawyers, accountants and other advisors, with their executors.

Better yet, get a copy of my book BEFORE I GO and you’ll have a blueprint that will help you plan.  You can buy them in quantity by calling our office for your church, club or your family.

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