I have sat down three different times and started this blog. I had a couple different directions I wanted to go. Reminder, it’s the end of the year time to wrap things up. Or how did your 2014 resolutions go? Don’t worry 2015 is around the corner. In the hustle and bustle of getting things ready for the holidays and wrapping up my year end “to do” list I left my keys at a store while running an errand. I called and luckily it was right where I thought I left them. I trudged back over to get them thinking of the time I was wasting. As I was walking back to my car I saw an older couple standing on the corner in front of a church. The wife was fumbling with her smart phone and it appeared they were trying to take a “selfie”. As I approached, I asked if they were trying to take a picture and could I help them out. They were thrilled! They went on to tell me how they had met at that very church 50 years ago, and tomorrow was their 50 year wedding anniversary. I walked away smiling and thinking what a great story, love truly does persevere. And, my blog topic came to me. Family, friends, charity- that is what this time of year it about and that is truly what estate planning it about.
We work hard to live comfortable lives and we want to know when we are no longer here our hard earned money will go to the people and things we love. There are different strategies and considerations as people plan to pass their money and personal belongings along, but in the end it’s all for one common goal—to give back to those we loved. Whether it’s your family, friends, or charity take the time to make sure your wishes are known. Take comfort in knowing your loved ones won’t have to guess your wishes and the state will not decide for you.
Slow down, take time to enjoy your loved ones this holiday season. And if you forget your keys, don’t kick yourself maybe it was meant to be!
