Jun 153 minEstate PlanningFinancial DPOA: What it is and how it worksFinancial DPOA allows you to keep control of your finances, in the event that you are no longer capacitated to do things on your own.
May 164 minEstate PlanningChoosing Your Children's Guardian: The 6 Big FsYou can nominate a guardian for your children, a designation necessary in the event that you are no longer able to care for them yourself.
May 164 minEstate PlanningWhat if my partner and I don't agree on who to choose as a guardian?Not seeing eye to eye with your spouse or partner in choosing your children’s guardian must be one of the most common concerns.
Aug 12, 20214 minEstate PlanningEstate 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.
Aug 9, 20213 minEstate PlanningEstate Planning Myth #4: I am single and child-free, so I don’t need estate planningEstate planning for single and child-free individuals is just as important, if not more.
Jul 11, 20213 minEstate PlanningEstate Planning Myth #3: I Cannot Afford My Own Estate PlanningIt’s time for another estate planning myth busting sesh! “I cannot afford my own estate planning.”
Jul 10, 20213 minEstate PlanningEstate Planning Myth #2: Estate Planning is Only for After I'm GoneHere is yet another very popular but also very false impression on estate planning – “Estate planning is only for after I’m gone.”
Jun 20, 20213 minEstate PlanningEstate Planning Myth #1: I Can Handle My Own Estate PlanningLet'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.
Jun 12, 20214 minEstate PlanningWhat 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.
May 15, 20213 minEstate PlanningUsing Your Estate Plan to Organize Your Online AccountsWhile they may seem like an unlikely pairing, organizing your online accounts and preparing your estate plan can actually go hand-in-hand!
May 12, 20214 minEstate PlanningPower of Attorney: What You Need to KnowThis post discusses what power of attorney is and why it's so important in the process of estate planning.
Feb 13, 20213 minEstate PlanningSingle? Why You Still Need a PlanIf 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.
Jan 26, 20213 minEstate PlanningLearn 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.
Jan 26, 20213 minEstate Planning5 Steps to Jump-Start Your Estate Planning ProcessYou know you need a plan, but feeling stuck? No worries! Use this list of 5 steps to get started with your own planning process.
Dec 6, 20205 minEstate PlanningPandemic Planning - Part 2: Incapacity PlanningTP stocked? Netflix queued up? Incapacity plan executed? Wait, what?! Never fear. Read on for the what, how, and why of incapacity planning.