“What-if” Planning Blog

Set It and Forget It: 3 Steps to Organizing Your Documents for a Stress-Free Future
Practical, Financial, Legal, Mental/Emotional/Spiritual Prepare Your Affairs Practical, Financial, Legal, Mental/Emotional/Spiritual Prepare Your Affairs

Set It and Forget It: 3 Steps to Organizing Your Documents for a Stress-Free Future

Spring cleaning isn’t just for closets—your end-of-life documents need a refresh, too! If your important paperwork is scattered in drawers, on old hard drives, or (gulp) lost in the abyss of your email inbox, it’s time to get organized. In just three easy steps, you can ensure your loved ones have everything they need when they need it most—no scavenger hunt required. Let’s break it down and get your affairs in order!

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Spooky Consequences of Not Having an End-of-Life Plan
Legal, Practical, Mental/Emotional/Spiritual, Financial Prepare Your Affairs Legal, Practical, Mental/Emotional/Spiritual, Financial Prepare Your Affairs

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.

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Top Myths and Mistakes of Advance Directives
Legal, Practical, Mental/Emotional/Spiritual Prepare Your Affairs Legal, Practical, Mental/Emotional/Spiritual Prepare Your Affairs

Top Myths and Mistakes of Advance Directives

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.

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