Retirement Answer Man Will You Leave a Mess When You Die? Step 4 of Can Carl Retire?
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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
- 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 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