Daily Archives: December 27, 2012

A Resolution to Tie Up Loose Ends

Every year, I always come up with New Year’s resolutions and goals for myself. As I was thinking about it this week, I realized that, for the very first time, I couldn’t think of anything new to accomplish in the new year that I wasn’t already doing. This is unusual for me as I always think of new ways to improve my life, my health, and my bank account.

In past years, I’ve made resolutions to eat better; now I’m vegan. Or to live with less; check. To exercise daily; double check. To save more money; triple check.

But there is something that’s really important and something that only someone who is practical (and getting older!) like myself would think about: making arrangements with an attorney to set up a revocable living trust, a durable power of attorney for health care,  and a financial power of attorney. This is something I’ve been meaning to do for a very long time and, since this is a lean year for resolutions anyway, this one seems easily achievable.

Here are a few very helpful books I’m consulting:

protect

Protect and Enhance Your Estate: Definitive Strategies for Estate and Wealth Planning by Robert Esperti

livingtrusts

Living Trusts for Everyone: Why a Will is Not the Way to Avoid Probate, Protect Heirs, and Settle Estates by Ronald Sharp

suzeorman

Suze Orman’s The Ultimate Protection Portfolio by Suze Orman

How about you? Resolutions, anyone?

~Maria, who wishes everyone a very happy and healthy 2013!

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