Saturday, April 6, 2013

Estate Planning

"If you're like most, the new year's resolution you made at the beginning of the week is quickly becoming a distant memory. Waylaid by real life, pressing responsibilities and crisis moments, our best intentions can become the seeds of our greatest guilt. But we don't have time for that, either...

Decide now to make this the year of legacy. It starts with a commitment. Simply stating what you want to accomplish, by a specific date, is enough to get the ball rolling. Following through and taking the next steps will make all the difference.

1. Call a family meeting.

2. Write an agenda.

3. Discuss your cares and your concerns.

4. Ask others to weigh in.

5. Settle on a next step—and commit to continue until you have a plan that will help you achieve your dreams and leave a lasting legacy.

If you're not ready, or perhaps are beyond these initial steps, attend a workshop, engage an adviser to help you through the process, or dig into the Legacy Project website. It's laid out with you in mind. Whatever you do, don't fret about resolutions. Instead, take action. "

LuAnn and I have discussed estate planning.  We have joint wills and wishes filed with the courts.  We do not have an estate plan explaining how we would like our assets shared at our death.  We haven't even picked out our cemetery plot or headstone!

Where in the world do we start?  I think I will start by calling our attorney who specializes on these matters this week.

How about you?

Ed



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