We recently had a family meeting and boy was it an eye opener!  My son Stewart is working on his Family Life Merit badge (only a few more to go for Eagle!!!) and it really got me to thinking about the planning Ana and I have already done and the need to keep it current.

In addition to discussing avoiding substance abuse and dealing with sexuality, we also spent a lot of time discussing personal and family finances, family crisis and how technology affects us.

Some of the things that came up that I want to remind you to complete or review are:

1. Family Spending Plan (Budget)

2. Minimum 6 month CASH cushion

3. Estate Plan (Wills, Trusts, Insurance, etc)

4. Fire / Emergency Plan

5. Emergency Food / Water / Clothes / Supplies

6. Succession Plan – especially if you’ve got multiple properties, businesses, entities and children!

7. The need to have your key trusted advisors in the loop, and that they and your family know what you want done if you’re not there.

If you haven’t got this done or if you have and haven’t reviewed it for sometime, do yourself and your loved ones a favor. Get ‘er done!

Have a great day!!!

Filed under: Education

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