Is a goal without a plan just a wish? Regardless of the goals you have for your estate, loved ones or retirement, if you don't have a plan in place you may never reach your goals. There are some very real decisions to be made against the very real timeline of your life.
So, why do you need to plan? This may be a perfect time to step back and get a little perspective.
Perspective on life and planning is always an introspective activity. For example, when it comes to estate planning, consider a recent article in Forbes titled “Closing the Books - 4 Final Tasks Before Death.”
Here they are:
- Estate Planning
- Life and Health
- Bury the Hatchet
- Bucket List
These four final tasks are not so much a morose to-do list, but a guide to help process your priorities.
The original article provides details relevant to each task, but the perspective to be gained comes from thinking of each task as part of one plan. The details are to be figured out or even discovered, but the perspective is what drives them.
So, what drives you in life and old age, and how are you to accomplish your goals?
John Goralka is the lead attorney and founder of the Goralka Law Firm, P.C., and is an experienced Sacramento estate planning and tax planning lawyer. For help in Sacramento with estate planning, business planning or tax planning, please contact our office.