Your last will and testament shouldn't be the last word on your end-of-life wishes.
"We all prepare ahead of time for what we know is coming up," Amy Florian, chief executive of Corgenius, told advisors Wednesday at Schwab IMPACT 2017 in Chicago.
If you knew you were going to be audited next month, you'd do what it takes to ensure the process goes smoothly, she said. Heading on vacation? Same.