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12-Point Checklist for Financial Planning

By Phil Zeltzman, DVM, Dipl. ACVS

Do you have a lawyer?
Do you have a will?
Do you have an executor?
Do you have a guardian for your children?
Do you have a revocable living trust?
Do you have a durable power of attorney covering healthcare?
Do you have a durable power of attorney covering financial matters?
Does your family know who your lawyer is?
Does your family know where your important papers are?
Do you have life insurance?
Do you have disability insurance (short-term and long-term)?
Do you have long-term care insurance?

Here are a few recommendations for reading up on securing your financial situation.

• “Smart Women Finish Rich” by David Bach.
• "Smart Couples Finish Rich” by David Bach.
• “The 9 Steps to Financial Freedom” (and other titles), by Suze Orman.
• “The Wealthy Barber” by David Chilton.

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12-Point Checklist for Financial Planning

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