Top 5 Things To Do Before You Die

Here are 5 estate planning items everyone should do before they die.

Consult with an Estate Planning Attorney

Death is a certainty, and yes, a morbid topic.  But do your loved ones a favor and consult with an attorney. Find an attorney that you can relate to and communicate with. An attorney will be able to recommend different options, but you will have to make the decision about what option is best for you and your loved ones.

Talk to you loved ones

Again, death is certain and morbid to think about and discuss.  But you must have the discussion with your loved ones.  They need to know what you want.   Why Suzy is getting the house and Alan the retirement account?  Your loved ones will be emotional after your passing. They will miss you. Don't leave anything unsaid, and don't leave questions in their minds about what you were thinking.

Gift your sentimental items

A number disputes arise over money, but arguments also erupt over sentimental items. The pictures, a favorite coffee mug, a collection, whatever it may be, get it to your loved ones while you are alive.

Review your Bank and Investment Accounts

If you have one, schedule a meeting with your Financial Advisor. Review your accounts, the possible tax implications when you pass away, and make certain you have the proper beneficiaries listed.

Go on an Adventure

There is something you have always wanted to do or experience.  If you have the means and ability, go have that experience!