As you think about estate planning, you’ll need to set up documents—a will and powers of attorney at a minimum. But it’s also important to let your heirs know where to find everything. That’s what the Estate Planning Inventory can do for you.
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I don’t know about you, but I like keeping a cheat sheet by my desk for the tax issues that are most likely to come up when working with my clients. Here’s what I need to refer to most often.
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Financial Joy starts with intention – Every time I think about money, I think about intention. If you don’t know what your objective is, you can’t measure your progress.
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Run through this checklist and pat yourself on the back when you’ve taken steps in the right direction. Prioritize what you want to tackle next and be more aware of what you don’t know—yet.
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By taking what you have right now, envisioning your goals, working steadily on your plan, you can watch your dreams take shape. Your journey can be extremely rewarding and can happen at any level of wealth.
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Knowledge is power. We all know teaching someone to read will change their life. That’s true in the financial world too.
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