■ Set up a file with all key medical records for yourself and each family member/loved one.

■ Review disability, business interruption, and other insurances, as well as your rainy day funds, for emergencies.

■ Consider how your estate plan affects those receiving it. Focus on their perspective, not just yours.

■ Back up your home computer and store it with a trusted person geographically distant. Scan all key records onto a CD, DVD or memory stick for emergency use.

■ Have an annual meeting for every closely held entity (corporation, LP, LLC) you own an interest in. Sign a written record (minutes) of the meeting.

■ Consolidate your assets to no more than a couple of institutions and prepare an overall asset allocation model of all accounts.

■ Reduce the number of credit cards and other accounts that you use.

■ Order credit reports and review them for anomalies and issues.

■ Review life insurance policies and be sure your coverage is consistent with your goals.

■ Give something more to charity.                

■ Have an annual review meeting with all your tax, legal and financial professionals.

■ Review and update your estate planning documents.

■ Distribute a list of emergency contact information to key people.

■ Have a trustee meeting with investment, legal and tax advisers for every trust for which you are a trustee. Be sure you are meeting your fiduciary obligations and document it.

■ Evaluate property and casualty coverage. Consider real replacement cost of your valuables.

■ Buy a fire proof safe for key personal records for your home.

■ Inventory your safe deposit box.

■ Photograph every room in your home and office and save the photographs and negatives or CD/DVD in a safe deposit box and another set with family or a trusted friend.

■ Do not forget about Fido. Does your power of attorney, emergency letter of instruction, and will assure protection for your fury friends?