5 Financial Boxes You Should Check Before COVID-19 Strikes
by Evan T. Beach, CFP®, AWMA®, Wealth Manager, Campbell Wealth Management
Apr 23, 2020
4 minutes
I'm not sure I've ever read, let alone written, a title so morbid. These are unprecedented times.
The unfortunate reality is that, according to the CDC, the fatality rate of this virus is over 10% for those 85+, but the virus can be deadly no matter what your age. These sobering statistics should be eye-opening, but the fact is, I meet with people all the time who, by spending just one hour today, could save their heirs many more hours, upon their passing.
Below are five items that will save your loved ones significant heartache, time and energy should you be one of the unfortunate few.
1. Make sure your legal documents are in order
There are certain legal documents that everyone over the
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