Monday, October 15, 2012

Six Things to Do Before Dying

It is Estate Planning Awareness Week although every week is estate planning awareness week on this blog.  As part of that week, Forbes listed 6 things everyone should do before she dies.

1.  Make a will and/or trust.
2.  Make a living will and power of attorney.
3.  Review beneficiary designations for insurance policies and retirement plans.
4.  Make a bucket list,
5.  Find something good in every day.
6.  Tell friends and family you love them.

Of course, from my professional point of view, 1 and 2 are the most important.  When clients do that, my  list in 4 becomes attainable and 5 and 6 become easier.