Wrapping up to further help you wrap up your affairs

One of our five beautiful daughters once said to me, “Dad, the last check you write should bounce.” Needless to say that would be the epitome of perfect planning and, while I pride myself on being prepared, that would be stretching it a bit. However, it does serve as the perfect metaphor for the idea of organizing ahead for the expected, not the unexpected. Insurance is for the latter, personal planning for the former.

Preparing income tax data

This is the fifth column on building a Roadmap for your executor/heirs in the event you are incapacitated or no longer here. I encourage you to consider these kinds of preparations if you haven’t already.

Income/expenses preparedness

This is the fourth in an ongoing series of columns about building a Roadmap for your executor/heirs to follow in the event you are incapacitated or not here to guide them. The Roadmap should contain a litany of necessary information and need not be shared with anyone until needed. The only ABSOLUTE is to be sure your executor knows it exists and where to find it.