1.       Evaluating your current situation

2.      Putting/Establishing credit in your name

3.      Benefits—finding out what you currently have and figuring out what you need to purchase

4.      Real estate—ownership changes and what to do next

1.       Discussion about life insurance

2.      Discussion about funeral

3.      Discussion about final hospitalization or hospice

4.      Discussion about wills, living trusts, etc

5.      Discussion about probate

6.      Discussion about the distribution of assets