What did you say? If you said, “YES” that’s a running start, and peace of mind is on order. If you said no, please reread until you answer “yes” for your legacy’s sake.
Because of my personal story combined with my years as a financial planner I’ve been fortunate to be able to teach others what I have learned.
I put together a program for people who care about having the important things ready before they become urgent. Just follow the plan. You’ll get important legal and personal information current and complete once and for all.
I realize we each have unique situations and even the family dynamic is a big piece of the puzzle.
It is not your fault that this is not mainstream information.
It is not your fault that you are not organized and your documents are outdated or non-existent.
There is no one to blame, but you do have a decision to make.
Whether you realize it or not we all are creating our legacy and without taking any action to be prepared in advance of a health crisis, accident, or death, you’ve made a decision to leave a disorganized mess for someone else to deal with.
And that is NOT the definition of a stress-free legacy.