“What-if” Planning Blog

Be in the Room Where It Happens: Independence, Freedom, and End-of-Life Planning
End-of-life planning isn’t just for later—it’s how you protect your family’s future now. As we celebrate Independence Day and reflect on what it means to have freedom and control over our lives, it’s the perfect time to start planning ahead. Inspired by the song “The Room Where It Happens” from Hamilton, this blog explores how taking control of your estate planning today ensures you’re not leaving your loved ones out of the most important decisions. Don’t wait for someone else to make the call. Be the one in the room where it happens—and secure your family’s financial freedom and peace of mind.

What Early End-of-Life Planning Looks Like in Real Life.
When Kim Murray and her husband filled out their end-of-life plan before a quick trip to New York, it felt like a “just in case” precaution. Years later, after a devastating diagnosis, that early planning became her lifeline. In this honest interview, Kim shares how advance directives, life insurance, and one emotional conversation with their kids shaped her journey through grief—and why planning ahead truly matters.

Healthcare as YOU Wish: A Quick Guide to Advance Directives
(Updated May 30, 2025) Understand how advance directives help you control your medical care if you can’t speak for yourself. Learn how to appoint a healthcare proxy, share your wishes, and prepare for unexpected situations—no matter your age.