2008-05-28 Wednesday

This morning I met again with my LifePlanGuy.  He introduced me to my new Private Banker who will be my “go to” person at the bank for all things money related and to start the ball rolling on defining my intent for how my Trust is to function.  We made a few more tweaks to ThePlan and I feel it’s now ready to be put to paper.  Selected a Lawyer to draft the Will and Trust documents.  I have seen on paper and understand what would happen were I to die tomorrow.  On the one hand it’s comforting to know what my long term financial situation is expected to be and to have some benchmarks on the road to age 100.  On the other hand, I can’t help but worry just a tad that I’m tempting fate. 

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