A Thoughtful Gift for Your
Family to Remember
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©2008, FuneralResources.com
Some financial professions believe that life insurance should be viewed as “love
insurance”. As cliché as it may sound, it certainly has a tremendous amount of merit.
What better gift is there to give your family and loved ones upon your death than a
large sum of money to be used for such things as income replacement, college tuition,
retirement, taxes or estate taxes, charitable gifts, and much more? The last thing you
would want to add to your family at the time of their emotional loss and grieving is
financial pressure.
Well, here is an even better idea. Why not instead of leaving a “love insurance” policy
(which I firmly believe should be an integral part of most financial plans), leave behind
an even better gift…a “love drawer”.
What is a “love drawer”? Simply put, this is a drawer that whoever you choose can
turn to when you pass and find complete and simple details, as well as your
instructions, for all of the aspects of your last wishes, financial affairs, instructions,
personal messages, as well as your end-of-life plan and preferences
So what are some things to consider keeping in this “love drawer”? The following are a
list of most, but certainly not all, of your money matters that will need to be addressed:
Estate Planning: First and foremost should be two things:
1. The name, firm name, address, and phone number of your Estate Planning
Attorney
2. Your actual Will or Trust. NOTE: If this is a copy, be sure to note the exact
location of your original signed Will or Trust.
©2008, FuneralResources.com
Whether you have an Estate Planning Attorney or not, creating a Will or Trust is
the first and most important step in the planning of your estate, as it becomes the
foundation for all of your financial affairs. One of the reasons this is a critical
first document to have in your “love drawer” is because it s