Archive - May 8, 2019

(Financial) Things To Do Before You Die

(Financial) Things To Do Before You Die

By Eve Kaplan, CFP®

Unless you have a terminal illness you probably do NOT know when you will die. Accordingly, these tips are geared toward all individuals who hold investments, insurance, pensions and/or real estate and who want to pass these to a surviving spouse or other family members. Some of these steps may seem patently obvious and simple, but in my experience as a financial advisor, I can tell you that even smart, well-prepared people commit very dumb estate planning mistakes.

Estate Docs 101:

1. Prepare your next of kin or surviving spouse with updated estate documents – …

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