“What-if” Planning Blog

How Hurricanes Answer the Question, “Should I Have an End-of-Life Plan?”
Financial, Legal, Mental/Emotional/Spiritual, Practical Prepare Your Affairs Financial, Legal, Mental/Emotional/Spiritual, Practical Prepare Your Affairs

How Hurricanes Answer the Question, “Should I Have an End-of-Life Plan?”

Tropical storm Hilary hitting California is a reminder that disasters can strike anywhere at any time. It should also serve as motivation to have our affairs in order through end-of-life planning to protect family members from unnecessary hardships when an accident or illness impacts your family.

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Living Trusts versus Wills
Legal Prepare Your Affairs Legal Prepare Your Affairs

Living Trusts versus Wills

Wills and trusts are two legal documents that are used in end-of-life planning. In some cases, both may be needed to properly get your affairs in order. In other situations, one or the other may suffice and/or be advantageous over the other. While the goals of each are similar, how the goals are accomplished through each of these legal instruments is different.

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"I've Got the Power"...of Attorney
Legal Prepare Your Affairs Legal Prepare Your Affairs

"I've Got the Power"...of Attorney

It is important to understand the concept of “power of attorney.” Various versions of this legal document are recommended as part of your end-of-life planning.

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The Love Letters Kept
Mental/Emotional/Spiritual Prepare Your Affairs Mental/Emotional/Spiritual Prepare Your Affairs

The Love Letters Kept

One of the things we hear most often about loss is that when a parent/spouse/loved one passed away, survivors immediately look for something written that had their name on it. Whether it was a letter, a journal entry, a calendar, ANYTHING in their loved one’s handwriting that mentioned the survivor by name. I this week’s blog, we discuss one of our HIGHLY RECOMMENDED things to add to your end-of-life planning to do list. Write letters to your people. A journal is for you. A letter is for them.

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