What You Need To Know

When you purchase this guidebook you take the first step in preparing for the rest of your life. We have provided the information you'll need to confront the future and many of its challenges. By making intelligent and insightful decisions you will be able to avoid the pitfalls and confusion of the uninformed. We suggest that these materials be used in open communication with your family or those close to you.

Because individual circumstances are unique, the information provided, although relevant and meaningful, is generalized. For this reason, the services of qualified professionals in the fields, such as an attorney, financial planner, funeral service director, and/or accountant, is always recommended.

Before you begin to use the guide book, it is necessary to assess your current situation. Consider the following questions and answer them to the best of your knowledge:

  • Do you have a will?
  • Do you know what happens to your family and estate if you die without a will?
  • Do you have a safety deposit box?
  • Can all necessary parties access the safety deposit box?
  • Have you provided for minor or disabled children or other dependents?
  • Have you developed a coherent financial plan?
  • Do you have sufficient insurance to cover your family needs in case of disability or death?
  • Are you entitled to any government benefits?
  • Have you discussed funeral arrangements with your family?
  • Can someone step in and handle your affairs if you and/or your spouse become incapacitated?
  • Have you executed a living will or other advance medical directive?
  • Do you have sufficient cash available to handle an emergency?
  • Are you prepared to handle job loss or a major change in employment?
  • Are you aware of what may need to happen to your home and other assets for you to qualify for Medicaid?

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