I recall having to read Death of a Salesman in high school. Don't remember much, a little depressing perhaps but in hindsight I wonder how much estate planning they did based on the title...I don't think that was the focus. So I'm sure this simple list is only a google search away but given recent experience, proper planning for yourself, grandparents, parents, your spouses parents can save a lot of headaches later. So here is my list of to-do's as we get older. How old? Life

The Markets Despite the fears, despite the highs, despite the political turmoil, the markets continue to rise! A great month of June but what does that mean for July? Estate Planning I'm sure this already exists somewhere but here is a list of to-do's as you get older...or for your parents as they get older to properly prepare your estate: consolidate investment accounts, bank accounts in one place joint ownership where appropriate check your beneficiary designations avoid pr