Understanding Intestacy: Dying without a Plan
Let’s learn about intestacy–what is it, what are its repercussions, what do the laws say, and, essentially, what are the basics about it!
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- Jan 24
- 4 min
What is a Healthcare Power of Attorney?
You've heard of powers of attorney - but what about a Healthcare Power of Attorney? Read on for a quick rundown of this important document!
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- Dec 14, 2022
- 3 min
Estate Planning is the Best Gift You Can Give Your Family
Estate planning is the ultimate gift you can give your loved ones. Learn why!
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- Aug 4, 2022
- 5 min
Advance Healthcare Directives in Your Plan
Incorporating advance healthcare directives is crucial in strengthening, and maximizing the benefits of, your estate plan.
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- Jun 15, 2022
- 3 min
Financial DPOA: What it is and how it works
Financial DPOA allows you to keep control of your finances, in the event that you are no longer capacitated to do things on your own.
58 views
- May 16, 2022
- 4 min
Choosing Your Children's Guardian: The 6 Big Fs
You can nominate a guardian for your children, a designation necessary in the event that you are no longer able to care for them yourself.
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- Apr 22, 2022
- 2 min
Using Your Estate Plan to Organize Your Online Accounts
The more new tools I use, the more online accounts I have to create.
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- Aug 12, 2021
- 4 min
Estate Planning Myth #5: I have a will, and that's enough
“I have a will, and that’s enough.” Having a will is a step toward fully preparing for the future, but it's only one step.
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- Aug 9, 2021
- 3 min
Estate Planning Myth #4: I am single and child-free, so I don’t need estate planning
Estate planning for single and child-free individuals is just as important, if not more.
37 views
- Jul 11, 2021
- 3 min
Estate Planning Myth #3: I Cannot Afford My Own Estate Planning
It’s time for another estate planning myth busting sesh! “I cannot afford my own estate planning.”
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- Jun 20, 2021
- 3 min
Estate Planning Myth #1: I Can Handle My Own Estate Planning
Let's talk about some of the most common estate planning myths and explain why they’re exactly that—myths! I can handle my own estate plan.
56 views
- Jun 12, 2021
- 4 min
What is a Living Will?
A living will is a document that spells out what you want (and do not want) to be done with regard to your end-of-life medical care matters.
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- May 15, 2021
- 3 min
Using Your Estate Plan to Organize Your Online Accounts
While they may seem like an unlikely pairing, organizing your online accounts and preparing your estate plan can actually go hand-in-hand!
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- May 12, 2021
- 4 min
Power of Attorney: What You Need to Know
This post discusses what power of attorney is and why it's so important in the process of estate planning.
33 views
- Feb 14, 2021
- 3 min
Tips for Sharing Your Estate Plan with Family
Deciding if and when to talk with your family about your estate plan? Here's some guidelines to help navigate these tricky conversations.
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- Feb 13, 2021
- 3 min
Single? Why You Still Need a Plan
If you are single, an estate plan is a necessity! Especially if you have kids. Read on for the 3 components to estate planning for singles.
35 views
- Jan 25, 2021
- 3 min
Learn to Speak Estate Planning: 9 Key Players You Need to Know
The language of estate planning may seem intimidating, but start with this "who's who" of estate planning to instantly feel more confident.
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- Jan 25, 2021
- 3 min
5 Steps to Jump-Start Your Estate Planning Process
You know you need a plan, but feeling stuck? No worries! Use this list of 5 steps to get started with your own planning process.
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- Dec 5, 2020
- 5 min
Pandemic Planning - Part 2: Incapacity Planning
TP stocked? Netflix queued up? Incapacity plan executed? Wait, what?! Never fear. Read on for the what, how, and why of incapacity planning.
75 views
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