Monday, June 10, 2019

Checking off the box


I'm currently reading Sharon Hartung's book Your Digital Undertaker (full review coming soon!). In the book, Sharon talks about engagement in personal planning, imploring us to really think things through.

How many of us have experienced the death of a loved one and have had to deal with incomplete plans? When my father-in-law died in 2013 he hadn't made plans... it was an intense time of guesswork and family negotiation. I wouldn't wish this on anyone. 

Sharon speaks about the difference between making estate plans as a way of 'checking things off the list' as opposed to actually thinking matters through, having the tough conversations, and really digging deep. Taking an active role, as opposed to being a passenger who relies on a lawyer to do the driving.

I'll admit it. My husband and I have definitely checked it off our list. Maybe it is time to revisit this and ensure we actually have the steering wheel...

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