When you purchase one of my books through this website, I may get an affiliate commission — but it never affects your price.
Over the years, I’ve helped many people with their estate planning needs. Estate planning is more than just creating a will and leaving assets to your heirs or loved ones. It is a gift that gives everyone greater peace of mind about what will happen in the future. It’s a joy when I can work with a new client to help them get their affairs in order and create an estate plan, but too often, they don’t take the next step to get everything organized. That’s why I decided to write my most recent book, “My Last Gift: An Essential End-of-Life Planner.”
It’s nice to have an estate plan in place for your heirs, but sometimes, they have to search high and low to find certain assets. Sometimes, there is no record of the asset, which makes it difficult for the heirs to discover it. If they never find it, the asset could go to unclaimed property. “My Last Gift” will allow you to organize and record all of your assets while helping your heirs find everything you worked so hard to leave for them. It’s the final step in getting your entire estate plan in order.
I’ve worked with family members who visited my firm after one of their loved ones had passed away. When beginning the process, they might have found a mess of unorganized papers. This quickly leads to overwhelming feelings of stress and anxiety when they should be using this time to grieve. Whenever someone follows the steps as outlined in “My Last Gift,” you can see less stress. They sit up straighter and know their loved one was looking out for them, leaving them a significant gift.
The information you’ll record in your copy of “My Last Gift” includes vital details about essential documents, finances, personal property, and pertinent information that will lessen confusion and reduce the burden on their heirs. There is a section on digital assets as it is important to leave this type of information for your heirs. Not only will filling out the information in “My Last Gift” minimize stress for your heirs and loved ones, but it will also address any overwhelming feelings you may have about what information to put together. You’ll find answers to all your questions in my easy-to-navigate book. I worked diligently to break down the tasks into manageable sections so it doesn’t feel like you’re just filling in the blanks. This book will be your and your loved ones’ road map to ensure your final wishes are met.