“What-if” Planning Blog

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

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Talking to Reluctant Parents About End-of-Life Planning: Tips for Adult Children
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Talking to Reluctant Parents About End-of-Life Planning: Tips for Adult Children

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

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Duties of an Executor of a Will
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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
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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
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"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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