Nancy B Moy reviewed Before I GoA must read for all….esp. those 60+ November 14, 2013Every husband, wife or significant other needs to read this book and follow through with the workbook. What a wonderful gift to leave behind when you leave this earth. Everyone who has ever had to deal with the estate of a loved one knows how important it is to leave great records …..it can be mind boggling trying to locate important, accounts numbers, insurance policies, etc. Korving gives each one of us the place not only to record financial information but also our own wishes regarding our own funeral. As a financial adviser, he also clears up the differences between wills, trusts, titling of assets etc. that can help you have your “ducks in a row” when your time comes. A must purchase…both the booklet and workbook.
S. Harms “Dr Susan” reviewed Before I Go Workbook1 of 1 people found the following helpfulBought 2 May 26, 2013I bought this for myself (I am 64) but I am also the executor for my 80yr old aunt. She wanted me to write down some questions to ask her attorney and also help her prepare, I sent her the book and she loved it.
I am working thru it, find that there are pages I need to attach(such as password, PIN lists) but causes me to write down things I have been thinking but wont share verbally with my sons. They don’t want to talk about me dying.
I recommend the books, both the book (easily readable in an hour) and the workbook.
beachcomber reviewed Before I GoEstate planning beyond the Will or Trust April 5, 2013Excellent summary of what everyone needs to do as part of their estate planning process.
People believe that they have completed their estate plans when they have a will or trust prepared by an attorney. Nothing could be further from the truth. The information people need when a spouse dies often dies with them.
Before I Go begins with a review of Advance Directives, moves on to funeral planning and then gets into the financial issues that people face after the death of a loved one.
Planning for ones own demise is no one’s idea of a good time, but avoidance of the issue does not stop the inevitable. It is wisdom and kindness to ones family to prepare.
Korving is best known as an investment adviser specializing in retirement planning. He uses his experience developed over 25 years helping people deal with the emotional and financial issues surrounding the death of a spouse. The advice he gives in Before I Go is invaluable and the accompanying workbook allows both the husband and wife to provide the information that one or the other will need when that time comes.