“What-if” End-of-Life Planning Blog

What He Didn’t Say Before Dying is Breaking our Hearts: Talking about dating and remarriage before one of you dies
Mental/Emotional/Spiritual, Miscellaneous, Practical Prepare Your Affairs Mental/Emotional/Spiritual, Miscellaneous, Practical Prepare Your Affairs

What He Didn’t Say Before Dying is Breaking our Hearts: Talking about dating and remarriage before one of you dies

Of all the conversations to have with your spouse as you prepare your end-of-life plans and wishes, the topic of remarriage may be the trickiest. And the unfortunate challenge is that you may not know the difficulty of that conversation until one of you faces life without the other.

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Duties of an Executor of a Will
Legal Prepare Your Affairs Legal Prepare Your Affairs

Duties of an Executor of a Will

One of the tasks of creating a will is that the creator needs to name an executor and a backup executor. When the subject of the will dies, the executor is charged with making sure that all the wishes of the deceased are carried out properly. Depending on the complexity of the estate and/or how organized the deceased was, the job of an executor can be quick and easy or time-consuming and difficult. This should be a factor when considering whom you ask to play that role.

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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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Estate and Game Plan
Legal Prepare Your Affairs Legal Prepare Your Affairs

Estate and Game Plan

Many people often use the term “estate plan” and “will” or “living trust” interchangeably, but they are, in fact, different concepts.

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Term versus Permanent
Financial Prepare Your Affairs Financial Prepare Your Affairs

Term versus Permanent

For most people, life insurance should be a key component of your end-of-life plans. It can play a huge role in easing the burden of death by allowing the surviving spouse to hire others to help with day-to-day tasks and/or replace lost income and keep paying the bills. The two main types of life insurance are described in this blog.

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The Estate Planning Time
Legal Prepare Your Affairs Legal Prepare Your Affairs

The Estate Planning Time

Just because we don’t have large and expensive kinds of assets, doesn’t mean we don’t have an estate and a need for estate planning. In this week’s blog, find out what an estate plan is and how you can get started.

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