3. Peter is appreciative of his housemates confidence in his new restaurant. Thanks to their investment, he

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3. Peter is appreciative of his housemates’ confidence in his new restaurant. Thanks to their investment, he will open its doors in two months. He knows that it will be long hours and hard work for some time after he opens. He is tempted to take on one last adventure before the opening day and decides to go climbing.

On his last climb, Peter gets caught in an avalanche. He is not seriously hurt, but it gives his family and friends a scare until his climbing group is found. Before he leaves for another climb, Peter realizes he needs to get his affairs in order.

A summary of the housemates’ goals can be found in the first Continuing Case problem in Chapter 1.

1. What legal documents should he create before his next departure?

2. He plans to name Blake as executor of his estate. What information does Peter need to provide Blake?

3. What should he give to his primary care provider before his departure?

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Personal Finance Building Your Future

ISBN: 9780077861728

2nd Edition

Authors: Robert Walker, Kristy Walker

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