For some of us, life is a wonderful race with the finish line in sight. It’s time to take our victory lap and start preparing for whatever comes next. Completing the following four tasks can help us meet any last obligations to our loved ones, ensure our final days are spent as we want and reconcile our dreams with the realities of our lives.
Planning, whether planning for your estate, for your old age, or for your loved ones, is in many ways a technical activity. Even more than that, serious planning is truly a mindset. To be sure, there are some very real decisions to be made against a very real timeline. But for every “how” and “what,” there is a “why.” So, why do you need to plan? This may be a perfect time to step back and get a little perspective.
Perspective on life and planning is always an introspective activity. For example, when it comes to estate planning, consider a recent article in Forbes titled “Closing the Books – 4 Final Tasks Before Death.”
Here they are:
- Estate Planning
- Life and Health
- Bury the Hatchet
- Bucket List
These four final tasks are not so much a morose to-do list, but a guide to help process your priorities.
The original article provides details relevant to each task, but the perspective to be gained comes from thinking of each task as part of one plan. The details are to be figured out or even discovered, but the perspective is what drives them. So, what drives you in life and old age, and how are you to accomplish your goals?
You can learn more about this topic as well as other strategies on our website under the tab entitled: elder law planning in Virginia. Be sure you also sign up for our complimentary e-newsletter so that you may be informed of all the latest issues that could affect you, your loved ones and your estate planning.
Reference: Forbes (January 14, 2014) “Closing the Books – 4 Final Tasks Before Death”