“What-if” Planning Blog

Learning from Those Who’ve Been There: How Real Stories Can Help You Prepare
When it comes to preparing for the unexpected, learning from those who’ve been there can make all the difference. That’s why we’re launching a new YouTube series featuring real conversations with widows, widowers, and experts about the impact of preparation—or the lack of it—on grief, finances, and moving forward. Our first interview with Lori LoCicero, co-founder of The Death Deck, dives into her personal journey through loss and the lessons she wishes more families knew. Watch now and start the conversation before ‘what-if’ becomes ‘oh, crap!’

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!

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.

Top Questions About What-If Planning: Part 2
End-of-life planning comes with a lot of questions, and we're here to help answer them. In Part Two of our common questions series, we tackle topics like how to introduce the conversation with family, cultural and personal factors to consider, and what to do if loved ones disagree with your choices. Get the guidance you need to create a plan that truly reflects your values and wishes.

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.

Thankful for Today, Prepared for Tomorrow: Simple Steps to Plan for the Unexpected
This holiday season, take small steps to protect your family's future with simple, actionable end-of-life planning tips. From inventorying assets to creating "what-if" plans, our guide helps stay-at-home parents ensure their loved ones are cared for, no matter what. Start planning today to secure peace of mind for tomorrow.

Overcoming Procrastination – How Families Can Start End-of-Life Planning 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.

Life Insurance: What, Who, Where, When, Why and How Much
Life insurance should be a top priority in your planning for the future, especially for younger families with children still living at home.