Intermediate-Term Goals

Personal Finance April 11, 2008 Print Friendly and PDF

Intermediate-Term Goals (complete in three to six months)

picture of Last will testament

An intermediate-term legal goal might be to work with an attorney to write your will. Break down the tasks, including some short-term ones. For example, get names of attorneys who specialize in wills and estate planning.

To make this goal specific, list the resources you will use to obtain attorneys' names, addresses, and telephone numbers. (Refer to the Selecting an Attorney section of the Legally Secure Your Financial Future: Prepare Your Estate Plan learning lesson for more information on hiring and working with attorneys. Go to the Financial Security for All Learning Lessons page to access this lesson.) Set a deadline date for obtaining names, such as within the next two weeks. For a complete example of this intermediate-term goal, download the Intermediate-Term Goal Setting Worksheet (available in PDF format).

Another intermediate-term goal might be to complete forms for a living will and durable power of attorney for health care within four months. Information about living wills is available in the Legally Secure Your Financial Future: Communicate Your Advance Directives for Health Care learning lesson (go to the Financial Security for All Learning Lessons page to access this lesson). To make this goal more specific and measurable, list where you will get the forms and provide a deadline for completion.