Tue, 27 January 2015
Don't Skip This Step!
One of the most heartbreaking things I've seen over 24 years advising families is a surviving spouse or family member dealing with an unorganized estate. Not having your affairs in order, puts a huge burden on your family and compounds the stress of there loss.
According to a recent survey, 61% of people don't have a will. Even those that have a will, have failed to organize their financial information to make it easy for their loved ones to act. Don't be one of them.
Leaving a big mess of your affairs and estate plan will make life suck for your family when you die. A messy estate can take major financial and emotional tolls on your family.
Take the simple steps outlined this week and give a beautiful gift to those you leave behind.
Here Are Your Action Items for the Week
Don't forget to tune in to the Can Carl Retire? Results Webinar this Friday at 3:00 CST.
You'll watch live as Carl finds out whether he can achieve his ideal retirement.
Plus, you see live as I stress test Carl's plan against the most common worries in retirement: