Part of the process of estate and financial planning is determining what is really important to you.  There are two key questions:

What do you want from your life?  And what legacy do you want to leave?  In this message, let’s address the just the first one.

George Kinder, founder of the Kinder Institute of Life Planning, and author of The Seven Stages of Money Maturity, developed three areas of inquiry for anyone to determine what you really want from your life:

  1. If you had enough money to satisfy all of your needs, would you change your life?  How?
  1. In your current financial situation, you are told by your doctor that you have 5 – 10 years to live, in reasonably good health.  How will you live them?
  1. This time the doctor tells you that you only have one day to live.  You look back on your life:  What did you miss out on?

What did you fail to be or to do?

Think about each of those questions, and the answers will help you live your life, however long that might be, in the best way for you.

Understanding what you want from life may help you make decisions in estate planning, in creating the documents that will help you

when you are sick or disabled, as well as the documents that determine where your assets go when you die.  Let me know if I can help.

Michele Malloy, J.D.

Stewart & Wiley

281 367 8007

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