Planning To Plan To Finish Well in Virginia

Bucket listFor 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:

  1. Estate Planning
  2. Life and Health
  3. Bury the Hatchet
  4. 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


Like this article?

Share on facebook
Share on Facebook
Share on twitter
Share on Twitter
Share on linkedin
Share on Linkdin
Share on pinterest
Share on Pinterest

Leave a comment


We have a LOT more where that came from!

We hate spam too. We will never share or sell your information.

Call Now ButtonCall Us Now https://jsfiddle.net/7h5246b8/

Request a free consultation

We hate spam too. We will never share or sell your information.

We've been putting together as many resources as possible so that we can continue to help:

  • If you’re a current client with a signing appointment or a prospective client with a consultation and would prefer that meeting take place in your own home, we can accomplish that with a little bit of pre-planning on our part and with the addition of a laptop, smartphone, tablet or other computer in your home to facilitate this virtual meeting. For those of you that need to sign legal documents, that too can be accomplished with the use of a webcam (FaceTime etc.), so that we can witness and electronically notarize all of your important legal documents.
  • We launched the rollout of our on-demand webinar early so that new clients and our allied professionals can view the important component parts of ‘an estate plan that works’ at their convenience.  That is available on our website.
  • Live video workshops will be produced as quickly as possible and certainly ahead of our previous schedule; we will keep you posted as these events become available. Given the ‘boutique’ nature of the firm, we rarely have more than ten people in our office including team members at any one time. During this period of ‘social distancing,’ we promise to have no more than 8 people at any time.   This allows us to comply with the Governor’s directive to limit in-person gatherings.
  • The best way to communicate with us is still by phone during regular office hours of 8:30 to 5:00, Monday through Friday, or, you can email any of our team members (that is, their first name followed by @zarembalaw.com).  We will respond to these emails as quickly as possible.
  • Please continue to follow the directives of our local, state, and federal agencies. For your health and in consideration of our team who is assisting you, if you’ve scheduled an office appointment or planned to drop off paperwork and are experiencing a fever, dry cough, or shortness of breath, please contact your primary care doctor for guidance and then our office to reschedule.

Thank you, Walt and the Zaremba Team

Update to our Process

The unprecedented coronavirus pandemic has taken our entire country by surprise. We understand how difficult this time is for America’s businesses and families.  However, we believe it is vitally important that we make every effort possible to continue to offer solutions that avoid disrupting our important partnership with you, your family and friends.  As you know, estate planning is not something that should wait for a more convenient time, therefore the opportunity to address your important goals both during and after this crisis should not wait.  To that end, we have added the option of a ‘virtual consultation’ to our office process.  You will now have a choice of either meeting with us in our office or in the comfort of your own home.