I’m posting a link to this January 8, 2019 article (below) because it’s a really great article. And though it’s already the last week of June, her punch list is still a good place to start.
If I were to add a #11, it’d be:
11. Develop your own Estate Plan, and set up a Living Trust for you and your family. A solid, well-designed Family Trust will encompass Nos. 1, 2, 3, 5, and 10.
If your estate plan has never gotten farther than an item on your to-do list, isn’t it time you got into action? I am offering a free educational seminar on July 20th in La Canada-Flintridge. Come and learn how a well-crafted estate plan can bring you a great sense of security and peace of mind. Sign up now to attend!
For more information regarding a living trust, you can access my free report about living trusts by following this LINK.