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Do you have a living will?

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“When I first met with my advisor, it was part of our overall plan. Obviously, I had seen some of the big cases about living wills on TV and didn’t want to see my family have to go through anything like that, so I signed the papers.”
Alice Y., 64 New York, NY

“Yes I do. I did not want to take any chances with my assets and wanted to ensure that my family was taken care of. It’s important to have your path planned out.”
Mark B., 62 Denver, Colo.

“Yes. Most definitely. That’s one of the very first things my husband and I had taken care of when we retired. We were lucky and able to retire almost 15 years ago and wanted to make sure we had things set up for each other and for our children and grandchildren.”
Jeri W., 99 Portland, Ore.

“I can’t say that I do. My advisor and I have discussed it when we’ve met, but I have not agreed to it yet. I guess I’m stubborn that way.”
Jay R., 71 Colorado Springs, Colo.