“What-if” Planning Blog
What Would I Do Without You? Let’s Talk About It
Most couples avoid the question, “What would I do without you?” because it’s painful. But having this honest conversation—about what happens if your spouse dies first—is one of the most loving and empowering things you can do together. In this post, we guide you through essential topics like life insurance, wills, advance directives, funeral wishes, and managing daily responsibilities. Use these questions to start the conversation, organize important documents, and protect your family’s future with confidence and peace of mind.
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.
Set It and Forget It: 3 Steps to Organizing Your Documents for a Stress-Free Future
Spring cleaning isn’t just for closets—your end-of-life documents need a refresh, too! If your important paperwork is scattered in drawers, on old hard drives, or (gulp) lost in the abyss of your email inbox, it’s time to get organized. In just three easy steps, you can ensure your loved ones have everything they need when they need it most—no scavenger hunt required. Let’s break it down and get your affairs in order!
A Valentine’s Day Special: The Ultimate Gift of True Unconditional Love
True love isn’t just about the present—it’s about ensuring your partner can live a secure and fulfilling life, even if you’re no longer there. This Valentine’s Day, give the ultimate gift: a plan that protects your loved one’s future, offering them stability, guidance, and peace of mind when they need it most.