Do It Before It’s Too Late

Posted by on July 8, 2015 - 7:24 am


“Sometimes I can’t believe I’m going to be 60. I always say there’s no point moaning about getting older, when there’s nothing you can do about it. But still, I do find it quite funny. I look at that number, 60, and I think, really? Me?”                  


I know what Twiggy felt as my big “60” is less than a year away. I find myself telling people years younger how I thought this stage in my life was way down the road – WRONG!

While I thoroughly enjoy my work discussing matters of finance, I do get frustrated when I see a “younger” person not grasping the seriousness of preparing for their elder years and doing estate planning on the belief that’s something for “down the road”. Too many come to that part of the road and realize if they only had begun preparing earlier in the journey, the road would not now be bumpy (if not hazardous).

Having the proper legal documents may be viewed as a necessary evil in estate planning. Assuming all attorneys are up to the task can be costly. Assuming they all shall act in your best interest could literally be deadly.

Here’s a superb, in-depth story about one of the “dark-side” real life stories that we assume just happens to someone else and never to ourselves or someone we care about.

“Planning is bringing the future into the present so that you can do something about it now.”
                                                                                                                Alan Lakein


Posted in: Matters of Finance

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