Will planning

What to include in a will may be daunting, but it's easier than you think. This simple checklist for your last will and testament helps.

Ensure your peace of mind with our comprehensive Estate Planning Checklist. From wills to healthcare directives, these 12 critical tasks will safeguard your legacy and loved ones. Don't overlook any crucial details, start your estate planning today!

We all want to protect our children forever. Learn how about will vs estate planning and which one is right for your family.

Creating a will can be intimidating. Where to start? Do you have to use a lawyer? At what age should you get a will? We are going to answer all of that in this post targeted towards young (ish) families creating a will. Having your own will is something I am SO passionate about — I actually did aContinue Reading

As a child, I often heard about the importance of writing a will to protect children in case of an unexpected death. However, as an adult, I’ve noticed a growing buzz about the benefits of having a living trust. Growing up, I assumed trusts were only for the wealthy, so I never considered exploring

A purview on management planning process

This super simple 21 step estate planning checklist will help you to get your affairs in order in the event of incapacity or death.

Spend time planning functionally before decorating your planner. Discover the best strategy to actually get things done with functional planning.

You gotta make an Important Documents Binder! That’s what everyone said – and I blew them off. I mean c’mon, I have my stuff together – well, kinda sorta – some paperwork is in that paper clutter pile over there, some in my safe, some in the filing “system” and… uh oh! Yeah, turns out...

Avoid the stress of dealing with a frozen bank account after the death of a spouse. Learn what to expect and how to navigate the process.