“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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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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