Part 1: It’s an Act of Love Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but regardless of size, there is no escaping the legal and financial processes that follow death. So why do so many families put off …
Estate Planning
Half of a Whole: Financial Planning When a Spouse Passes Away
Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a …
Protecting What is Yours During Your Lifetime: 3 Things You Should Have NOW
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you have not documented your desires in advance, it can add extra stress for everyone, plus …
