If you’ve ever looked at others your own age and thought, “Surely I can’t look that old!” you’ll be able to relate to this story:
My name is Alice. I was sitting in the waiting room for my first appointment with a new dentist. On the wall I noticed his DDS diploma, which bore his full name.
Suddenly I remembered a tall, handsome, dark-haired boy with the same name who had been in my high school class some 50 years ago. Could he be the guy I had a secret crush on back then?
Upon seeing him, however, I quickly discarded any such thought. This balding, gray-haired man with the deeply lined face was way too old to have been my classmate.
After he examined my teeth, I asked him if he had attended Morgan Park High School. “Yes, I did. I’m a Mustang,” he gleamed with pride.”
I asked, “When did you graduate?” He answered, “In 1969. Why do you ask?” I exclaimed, “You were in my class!”
He looked at me closely. Then, that ugly, old, bald, wrinkled faced, fat, gray-haired, decrepit, so-and-so asked, “What class were you teaching back then?”
If you’re feeling your age, and even if you’re not, now’s the time to take care of writing your Last Will and Testament, if you don’t already have one. And if you do have a Will, it may be time to take a look at it and see if it needs to be updated.
Estate planning Myth #2: “Our estate plan was completed several years ago. We should be OK.”
The fact is that changes in your age, family situation, beneficiaries, and favorite charitable causes, not to mention changing estate tax laws, often result in a Will that is out of date.
Legacy Deo is pleased to offer Planning Your Legacy … A Guide to Planning Your Will and Trust. For your free copy, call 1-800-880-3733 or 1-512-646-4909 or contact email@example.com.
Using this guide to plan your estate will spare your family the difficulty of having to go through a much more difficult and costly process than would be the case at a time of sorrow and grief.
Do it now, while it’s on your mind. Provide a copy of your completed Will to a trusted member of your family and/or your independent executor. Your family will be blessed as a result. And it just might make feeling your age a bit more meaningful.