Beyond Financial Fitness Workbook
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Do you already have a Durable Power of Attorney? If not, when?<br />
3. Have an initial conversation with an Estate Planner and see if there<br />
are steps you should be taking in this category.<br />
Do you already have a competent estate planner? If not, what is your plan?<br />
4. Think about and investigate whether or not starting a business of<br />
your own might be right for you.<br />
Do you already own a business? If not, what are some initial ideas you might<br />
have about starting one?<br />
5. Make sure you have the following insurances in place: home, flood,<br />
car, medical, disability, critical illness, extended care, and an<br />
umbrella liability policy.<br />
Which of these insurances do you currently have?<br />
6. Consult a professional to either review or initiate life insurance<br />
policies appropriate for your situation.<br />
What type(s) of life insurance do you currently have?
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