Retirement Answer Man

Don't Skip This Step!


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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

  • Listen to episode 50.  We discuss, the basics of organizing your estate.
  • Review these worksheets. These 3 worksheets will give you the basics to make things easier for your heirs:
    • 9 Important Estate Planning Steps
    • What Your Survivors Need to Know
    • What to Do When A Loved One Dies
  • Compete these to give your spouse or family the gift of an organized estate.
    • Organizing Your Financial Life
    • Create an I.C.E. Plan
    • Family Love Letter
  1. Ask questions. If you're stuck or unclear about something, shoot me an e-mail. I'll do my best to answer your question. Simply click here and ask your questions.

Don't Miss Friday's Webinar

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:

  • Bad market returns
  • High inflation
  • Long-term care costs
  • Outliving his assets


Direct download: Retirement_Answer_Man_50.mp3
Category:Investing -- posted at: 8:42am CDT