If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
Parents Need a Will. Here’s Why you Need to Make One Today.
A will protects your kids and ensures your assets will be divided quickly and to your wishes. Here's how to set up a will, including online will options. You’ve got contingency plans in place if the ride to soccer practice cancels, and and a list of the 10 emergency phone numbers on the ... READ the POST
Where to Begin
It is surprising how many important papers and legal documents you can accumulate over a lifetime. Having everything in order will help your survivors make important decisions should anything happen to you. But what information will they need, and what will be expected of them? ... READ the POST
Where to Get it
Where to Get Help If you cannot locate certain documents to complete your planner, you can request copies of what you need from the issuing office or organization. This section can help you order copies ... READ the POST
The “Sandwich Generation” explained
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A Survivor’s Financial Checklist
No one likes to think about death, and yet we all have to face it sooner or later. My clients often request a checklist when someone they know has passed away. It can provide some structure during a time that can seem overwhelming. This financial checklist is in no way meant to be legal ... READ the POST
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