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Don’t Make Me Say I Told You So 243

Protection Questions

1. Can I rely on my company’s pension plan and medical
plan?

2. Do I have or do I need or want life insurance? If so, how

much should I have?

3. Do I need long-term care insurance?

4. What plan do I have to protect my spouse and other

beneficiaries?

5. What if I retire in a “down market”? Will my family and I be
protected?

6. Will I have equity in my house or other real estate to use
for income should I need it in the future?

Legacy Questions

1. Do I want to leave a significant financial legacy to my

heirs?

2. Do I want to leave money to a charity or charities?

3. How do I protect my estate from taxes?

4. What will my survivors need to know?

Chapter 6: Your Action Plan