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 […]
Basics of Estate Planning
No one can predict the future, but one thing is for sure: If we leave unanswered questions about how to handle our affairs after we pass, life for our loved ones could become much more difficult. That’s why formalizing your wishes in an estate plan is an important aspect of financial planning that ... READ the POST
Incapacity Planning – What is It, Who Needs It, and Why?
Your Guide to Better Incapacity Protection in Your Estate Plan There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the ... READ the POST
4 Docs
The 4 legal documents every adult should have One part of being responsible to your family and friends is having the right legal documents in place to protect them if something happens to you. Most people procrastinate doing this because they think it’ll be expensive or time consuming–and, of ... READ the POST
30 Day Challenge
Get Your Crap Together, so Your Family Doesn't Have to! When the time comes for you to depart this earth, your family may be confused about what to do and who to call. The first days following your death will be especially difficult for your family and friends. Your loved ones will be ... 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
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