If you don’t have a will, you don’t have a way.to control your own estate and ensure that your assets will be distributed as you wish. Yet millions of Americans don’t have a will or trust in place. You shouldn’t add to those numbers-providing for what happens after you go is the responsible thing to do, and it’s not that difficult. Facing the issues directly can only make things go more smoothly when the inevitable happens. Let us show you how.
Icebreaker |
What is the most unusual bequest or will provision you’ve heard? Property left to a favorite pet? Unusual objects for unusual people? Trying to control what the kids do with their lives from beyond the grave? |
Things to Talk About |
No matter what your financial situation, you can create a simple will that states how your assets will be distributed and who will care for your children and the funds you leave them. If you have significant wealth or your situation is more complicated, estate planning can be a more complex process, and you should work with a knowledgeable professional to make sure that you cover all the bases.Pick the question your Club finds most interesting. If there’s still time, pick another one — or make up your own!
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AS USUAL. |
Catch Yourself Doing Something Right |
Share your success with your fellow Club members:
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What Will You Do Today? |
Choose one Small Step to do before next meeting, and pledge to the group to do it. To select that 15-minute exercise, ask yourself these questions:
Don’t drive yourself crazy. Remember, you can do anything for 15 minutes! For example:
Or
Or
You get the picture. This is like Goldilocks. Don’t try to do too much. Don’t try to do too little. Do it just right. |
Money Attraction Affirmations |
Choose one affirmation to motivate you to achieve your goals, something like:
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The Money Zone for Next Meeting |
Cast your vote: Does your Money Club want to stay in this Money Zone, or do you want to move on to the next Money Zone?If your group decides to Stay in the Zone then, future Money Star, check out these fun articles so you can discuss them at your next meeting. Even if your group decides to move to the next Zone, you still can explore these on your own.Basics of Wills and Trusts Discussion questions:
More Estate Planning Information
Talking to Your Parents about Estate Planning
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Just For You |
Before the next Money Club meeting, do the Just for You Exercise calledContingency Day.Don’t skip a meeting if you don’t get this done. Half of life is showing up, Money Clubs included. You can tell the group you didn’t get it done, and they will encourage you (not bug you) to make a date to do it soon.Discussion questions for your club meeting:
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