Two Important Tips If You Have a Will
These two tips about wills are sooooo important. You owe it to your loved ones to follow this easy-to-implement advice. They’ll thank you for it. Well, actually, they won’t because you’ll be gone. But you get the point.
💈💈💈
Financial experts are always nagging you to get a will and keep it updated and that’s wise counsel indeed.
But here’s something I want to add to that advice that’s too often forgotten.
Tell people, especially your executor, where the will is! Don’t make them hunt for it upon your death. Don’t make them wonder whether it’s your most recent one when they find it. Communicate all this before you… Okay? And keep an updated net-worth statement with it. I’ve pushed this forever and people have thanked me for it. Not the deceased, obviously. The executors. List everything you own and owe and where to find all the needed details, account numbers, AND passwords. Don’t forget that last part. New times.
Get on this. Remember, the executor’s job is to carry out your wishes. Everyone wins, including your family, when you make that as easy as possible.
Feel Confident About Your Finances
Sign up for our Weekly Round-Up of new videos and podcasts released over the past seven days. We won’t spam you or try to sell you a course—promise!