As I was thinking about the topic for this issue, I received a call from a client asking for suggestions on where to find information about how and what documents to give their children if something happened to them (ie: accident, hospitalization, stroke, death, etc.). I said to myself, “WOW! That’s a great topic for my next newsletter.”

Most of us, including me, are woefully unprepared to easily access and produce this information; and thus, often resulting in immeasurable problems for our children. I don’t know about you, but my children are busy enough without having to take care of finding my will, the trust, the medications, or the pet care person should I become incapacitated. If you don’t have children or a trusted advisor to help or advocate for you, things can be even more complicated.

As I searched for solutions, I found a magazine from Southern California’s “Council on Aging” hiding in a pile in my office. In it, an article, “Be Informed: Seven Valuable Checklists”  had many valuable resources that I will share with you now.

Click Here for the Seven Valuable Checklists

Additionally, I found great information about Estate Planning. The inclusion of this information does not imply a recommendation or endorsement of services. CAVEAT EMPTOR!!! Let the buyer beware.

Click Here for the Estate Planning Checklist

I’ve learned in my personal experience as well as in my years of working with others that gathering this type of information is the last thing anyone wants to do. It’s tedious.  Sometimes the info is hard to find. Perhaps you haven’t gotten around to making that will or creating that trust. I do understand and hope that by providing these checklists, the project becomes more manageable. As with any sizeable and, understandably, unpalatable undertaking, start with the most difficult part first. Set a specific amount of time to tackle each section, put it on the calendar, and make sure to REWARD yourself for a job well done. Ice cream does it for me . . . also diamonds!!!

Please feel free to contact me with any questions or suggestions for a future newsletter. It’s always a pleasure hearing from you. . . . And remember, there is NEVER a cost to work with me.

Yours in health,