Are you planning to provide for others or do any charitable giving during your retirement or after you’re gone?

 College fund for heirs
 Gift to charitable organization(s)
 Inheritance

Which essential documents do you have in place to ensure your wishes are carried out if something were to happen to you?

 Trust
 Living will
 Power of attorney
 Medical power of attorney
 Will
 Ethical will
 Personal property memorandum or disposal list
 Organized records, including contact information for your attorney, wealth advisor, tax advisor, etc

Are you planning to provide for others or do any charitable giving during your retirement or after you’re gone?

 College fund for children/grandchildren
 Leave an inheritance
 Gift to charitable organization(s

Have you communicated your wishes to the people responsible for carrying them out?  

 Guardian
 Executor
 Family

What will you do with your time?

 Travel
 Work part time
 Volunteer
 Spend time with grandkids
 Master a hobby or start a new one
 Take classes or go back to school
 Keep doing activities I’m currently doing

Is there anything you’ve always wanted to do “if you had the time” or if money was no object?

Have you always wanted to own your own plane? Do you feel called to volunteer building housing in Rwanda? Did you miss your true calling of being a kindergarten teacher or university professor? Lawyer or social worker? Anything is possible with the right plan and support! ______________________________________________________

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Who will you spend your time with?

 Current group of friends
 Plan to meet new friends
 Continue attending professional groups I’m involved with
 Join a new organization
 Time with family will keep me busy