Estate Planning

Save the Date Cards.

By Jennifer Sawday

Funny how save the date cards have become prevalent these days. Save the date,  we are getting married! Save the date, it's a party! Save the date,  etcetera etcetera.

Yesterday at a presentation for the Lakewood Chamber Women in Business Council, a colleague spoke about her challenges in dealing with her mom as she aged, became ill and later passed away. She spoke about saving the date. I will explain in a minute.

Cathy, the Chief Operations Officer for Memorial Healthcare IPA, spoke from the heart about her experience. Her daughter was in the audience and it made for a very tearful presentation among us women listening.

One of the last things that Cathy spoke about was making sure everyone has their affairs in order as soon as possible because there is no save the date. No save the date as this is when you will fall, become ill or pass away. She was right and put it in perspective in a very poignant way.

As an estate planning attorney, I agree. You can't save the date. It's important to make sure things are in place as you wish and work with your team of professionals to get what you need done. Get the attorney on board for your estate plan, get your life insurance professional on board for your life insurance policies, get your financial planner on board for financial planning -- get us all on board.

It's that important. You only live once.

Full post as published by Estate Planning Practice Blog on October 09, 2008 (boomark / email).