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In Case I Die - What can I do to prepare?

In Case I Die - What can I do to prepare?

August 23, 2022

There are things you can do to make the transfer of assets easier.  It is important to have up-to-date beneficiaries on all investment accounts.  You can put transfer-on-death (TOD) or payable-on-death (POD) designations on any titled assets.  You can talk ahead of time to a trusted attorney to express your wishes and be sure that your will reflects those wishes. 

You can pre-pay for funeral expenses or pre-plan (even if you don’t pre-pay) to ease the stress that loved ones experience in the early days after your death.  Sometimes just writing down a song or scripture verse for your service or making a list of which children get which sentimental items can really help.