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Legacy Plan Checklist

12 Documents to Consider

Preparing Your Legacy Plan

Breaking down the steps of information gathering and creating a live document to assist you in creating your Legacy Plan.

In Person Workshop

Why "Tuesday?"

Tuesday was the answer my late husband would give when asked to do something - like "Let's go to the zoo..." Instead of saying maybe tomorrow, He would answer, "Maybe Tuesday we can do that." But Tuesday would roll around, and that request had now been forgotten, and the procrastination avoided a tantrum and a trip to the zoo. This was a way of procrastination instead of saying, "No - I don't want to." It was done for fun, and that is not to say that we never went to the zoo. It was used for things that weren't a priority at the time.

My husband of 24 years unexpectedly passed in April of 2019. We weren't as prepared as we thought. We were uninformed, unplanned, and unprepared. We were both successful self-employed individuals with multiple businesses and investments. We had made decisions on past experiences and theories that we thought were right. But we hadn't really talked to someone in the know. We had an accountant, a financial advisor, and some knowledgeable friends in different industries, but we didn't pull it all together and have a plan for "Tuesday."