ThimbleberryU

End of Life Checklist

Episode Notes

End of life planning is an intimidating, yet necessary, process. Amy Walls of Thimbleberry Financial thought of today's topic after seeing a friend receive a terminal diagnosis, and watching her and her husband scramble to get their affairs in order.  It gave her pause, and she started thinking about her own family and future.

You need to take stock of both your financial situation and your priorities.  They aren't one and the same!

Financially:

• Knowing your accounts, who has access to them, and how to connect the people to each other
• Estate Planning - wills and trusts, financial and health care powers of attorney, and beneficiary designations - are you happy with where things are set?
• Other items like joint accounts, gifting of assets, and accelerated riders on life insurance

Priorities:

• Your Bucket List
• Maybe more importantly, the quieter priorities - for example, anything you want to leave behind for loved ones, like notes and videos
• Who you want to spend time with - or even reconcile with
• Making arrangements for your own funeral or service if you so choose.

At Thimbleberry Financial, Amy Walls and her team make it a priority to really get to know their clients and what's important to them. This goes far beyond their investments.  If you'd like to contact the team and set up an appointment, you can visit:

https://thimbleberryfinancial.com/

or call: 503-610-6510.