“What-if” End-of-Life Planning Blog
Survivor Financial Plans: Creating Your “What-If” Budget
Funerals cost more than ever, but that’s only the beginning. From lost income to childcare and even milestone events like weddings or graduations, the financial impact of losing a spouse or partner can be overwhelming. A survivor financial plan helps your family prepare for the ‘what-ifs’ so they can grieve without added financial stress.
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.