Assess Your Financial Situation and Keep in Control
Money worries can keep you from enjoying the important things in life—family, friends, favorite activities. That's true at every stage of our adult lives, not just at the end of life. But you may be feeling more anxious about money now.
The good news is that there are some simple steps you can take, with help from family and friends as you need it, to eliminate or minimize those worries—and keep control over your money. The first step is to determine where you stand financially. What money and assets do you have? How quickly can you access them? What goals involving money do you want to be sure to accomplish? The following can help you answer these, and other, questions.
Click on any subject for more information:
- Make a financial inventory: My Financial Inventory [PDF].
- Determine where you stand: My Assets, Liabilities, and Net Worth Worksheet [PDF]
- Set goals: My Financial Goals Worksheet [PDF]
Download a state-specific living will or healthcare power of attorney
Free resources on a wide range of
end-of-life topics.
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