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Flight #32: We’re All Gonna Die… Someday

Pilot Money Guys:

Flight #32: We’re All Gonna Die… Someday

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We’re all going to die… Someday.

Yes, this is not a fun topic to cover, but unfortunately we’ve dealt with a few deaths over the last 12 months and we want to talk about the lessons we’ve learned. We get philosophical in this one, but we think it’s extremely important!

Top 5 things to do to make sure you take care of loved ones when you’ve gone:

  • Beneficiaries
  • Life Insurance
  • How do you access each account? Where are physical documents located?
  • Accounting – Financial Assets and Liabilities
  • Develop a Plan for Minor Children.
  • Bonus: Write a letter…