“What-If” Planning Blog:
Helping You Future-Proof Your Family

A recent visit to the Normandy American Cemetery in France reminded us of the importance of preparation, especially for military families and veterans. In this post, we share practical steps—from accessing benefits to covering key areas of financial, legal, emotional, and household readiness—so military families can face ‘what-if’ moments with confidence and care.

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.

Think your loved ones will automatically know your healthcare wishes? Not so fast. Discover common misconceptions and mistakes people make when it comes to advance directives and how you can avoid them.

In this blog, I share the emotional story of my wife Kris and the regrets I carry. Don’t leave your family guessing—start the conversation today.

Don’t wait until it’s too late—start your family’s end-of-life planning today! Whether you’re a young stay-at-home parent or an adult child of aging parents, now is the time to protect your loved ones, save money, and gain peace of mind. Learn the essential steps to secure your family’s future, including starting conversations, evaluating your current plans, and booking estate planning consultations. Take action now to avoid leaving your family vulnerable.

Starting the conversation about end-of-life planning with your parents can be tough, especially when they don’t want to talk about it. In this post, we share practical strategies to help you navigate these sensitive discussions, from asking simple questions to leading by example. By encouraging them to prepare their affairs now, you’ll be giving both them and your family peace of mind for the future

Discover the top 10 myths about power of attorney and learn the facts you need to protect your future and avoid common misconceptions.

Life insurance should be a top priority in your planning for the future, especially for younger families with children still living at home.

When it comes to end-of-life planning, one of the most important steps you can take is ensuring your documents are both safe and accessible.

Once you’ve created your end-of-life plans, it’s important to inform your children.

Creating a will is a great first step in protecting your family's future against the unthinkable.