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What Should I Do Before Something Happens to Me eBook

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Mortality is a natural part of the cycle of life. While it may not be a topic you want to talk about, you can make things a lot easier on yourself and your family if you get everything in good order before something happens to you. By doing so, it ensures that things in your life are organized so others can know what you want to happen when the need arises, whether it be at incapacitation or death.

This eBook is a reminder of some of the more important areas of planning before something happens to you.

In this eBook you'll find

  • Getting health coverage after retirement
  • The need for estate planning
  • Elder care and Medicare planning
  • Beneficiary planning for retirement accounts
  • And more

About the Author

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John Lau, CPA, CFP®

John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning. John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a public speaker on financial topics and has authored numerous financial books and booklets, including Winning the Retirement Race Between Time and Money; What Should I Do Before Anything Happens to Me; Suddenly Single; IRA Survival Guide After the SECURE Act, and more.

About the Editor/Contributor

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Matt Lau, CFP®, EA

Matt is a Senior Vice President at Robertson Stephens’ San Ramon and Burlingame. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Matt is a CFP®, an Enrolled Agent, and holds the Series 65 Investment Adviser Representative license.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.