Houston Residents: Planning for the Final Chapter

MP900442488Completing the following four tasks can help you meet any last obligations to your loved ones, ensure your final days are spent as you want, and reconcile your dreams with the realities of your life.

Is a goal without a plan just a wish? Regardless of the goals you have for your estate, loved ones or retirement, if you don't have a plan in place you may never reach your goals. There are some very real decisions to be made against the very real timeline of your life.

So, why do you need to plan? This may be a perfect time to step back and get a little perspective.

Perspective on life and planning is always an introspective activity. For example, when it comes to estate planning, consider a recent article in Forbes titled “Closing the Books – 4 Final Tasks Before Death.

Here they are:

  1. Estate Planning
  2. Life and Health
  3. Bury the Hatchet
  4. Bucket List

These four final tasks are not so much a morose to-do list, but a guide to help process your priorities.

The original article provides details relevant to each task, but the perspective to be gained comes from thinking of each task as part of one plan. The details are to be figured out or even discovered, but the perspective is what drives them.

So, what drives you in life and old age, and how are you to accomplish your goals?

For additional help in creating your estate plan in Houston, please visit my website.

Reference: Forbes (January 14, 2014) “Closing the Books – 4 Final Tasks Before Death

 

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