“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.

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.

Christmas Special – Five Gifts to Wrap Your Legacy with Love
Give your family the ultimate gift this holiday season: peace of mind. Discover five essential ways to protect your loved ones with thoughtful end-of-life planning, from life insurance to heartfelt letters. These lasting gifts will be cherished far beyond the holidays.

De-Bunking the Top 10 Myths about Planning for an Unexpected Death (Because Guess Who’ll Be Picking Up the Pieces?)
Planning for an unexpected death isn’t just practical—it’s empowering. This post tackles 10 common myths about preparation, helping you create a ‘what-if plan’ that protects your family, secures your future, and ensures your loved ones are supported no matter what life brings.

Spooky Consequences of Not Having an End-of-Life Plan
While Halloween is all about ghosts and ghouls, the real scares often come from things left undone—like end-of-life planning. Without a plan, you risk leaving your family with unanswered questions, costly delays, and lifelong uncertainty. From “Lost Control from Beyond” to “Family Hauntings,” the consequences can be chilling. Now is the time to consider not only your own end-of-life needs but also how to support your spouse or partner in the event of the unexpected.
Don’t leave loved ones with a haunting legacy. Discover simple steps to start planning today.