Personal Asset Resources for End-of-life Planning

If you’re thinking about retiring, you may be facing fears of being able to survive on a limited, fixed income, in a world where everything is gradually becoming more expensive.

Where do you file your important papers and information? If you’re like most of us, our information is scattered among boxes, file cabinets, in a home safe or safe deposit box or on our PC. You may not have thought about it, but these may not be the best places to store information anymore. We’ve compiled a list of the top reasons why those choices may be outdated.

"Being in the financial planning industry for over 35 years and focusing on end of life planning, we’ve become accustomed to seeing first-hand what families go through after the death of a loved one.  Many times, there is added pain and frustration because they just don’t know what to do."  Michelle Braddock, Co-Founder, My Life and Wishes Inc. 

In a perfect world, your end of end-of-life plan will account for everything. Every “i” dotted and every “t” crossed. In reality though, mistakes happen, and it’s often the small stuff that causes the most problems. And these mistakes can wreak havoc on your loved ones! So we’ve compiled a list of the most common and not-so-common pitfalls to avoid.