“What-if” Planning Blog

Where to Buy Life Insurance
Financial Prepare Your Affairs Financial Prepare Your Affairs

Where to Buy Life Insurance

Life insurance should be a key component in the financial plan for most families preparing for the death of a loved on whom they are dependent in some way. In this week’s tip we’ll discuss the pros and cons of the different ways to acquire life insurance.

Read More
Guardianship of Children
Legal Prepare Your Affairs Legal Prepare Your Affairs

Guardianship of Children

In a 2014 Survey of Income and Program Participation by the United States Census Bureau, 0.1 percent of children under the age of 18 had lost both parents to death. That's one out of every 1000 kids. So while the odds are still in your child's favor…

Read More
How and Why We Grieve Differently
Practical, Mental/Emotional/Spiritual Prepare Your Affairs Practical, Mental/Emotional/Spiritual Prepare Your Affairs

How and Why We Grieve Differently

Grief is a complex word, which makes it the perfect description of the emotions we face when a loved one dies. Most of us can articulate a definition, but if you closely observe ten different people who are grieving, you’ll discover ten different types of behaviors, emotions, and attitudes. In this week’s tip, we’ll discuss how and why we grieve so differently.

Read More
Holiday and Birthday Traditions
Practical, Mental/Emotional/Spiritual Prepare Your Affairs Practical, Mental/Emotional/Spiritual Prepare Your Affairs

Holiday and Birthday Traditions

Holidays, birthdays, anniversaries, and other special traditions are the worst for anyone who is grieving. These are painful reminders that a loved one isn’t around to help make the occasion special. In this week’s tip we’ll discuss what we’ve learned about preparing for and honoring these events after our spouses passed.

Read More
Survivor Financial Plans
Financial Prepare Your Affairs Financial Prepare Your Affairs

Survivor Financial Plans

Death is expensive. In addition to the hard costs of a burial or cremation, there is the cost of replacing the income and/or the services that the deceased provided for the family. There may also be costs to “settle” the deceased’s estate or to aid grieving family members. These and other unforeseen expenses make the creation of a “what-if” financial plan critical for the surviving family members…

In this week’s tip, we outline an important exercise to go through to make sure that your family is ready for when that time comes.

Read More
Healthcare as YOU Wish
Legal Prepare Your Affairs Legal Prepare Your Affairs

Healthcare as YOU Wish

An important element of your end-of-life planning should be how you want to be treated by medical professionals if you are incapacitated and unable to speak for yourself. Advanced directives, living wills, and DNRs are terms that are often used interchangeably but, if fact, are different. In this week’s tip will define what each of those terms mean and what the related legal documents will do for you during a health crisis.

Read More