If you recently came into a lot of money, here’s how to get organized and plan for your new wealth.
Planning your own funeral or memorial service can provide peace-of-mind to you and your family.
Death notices and obituaries can have varying amounts of information; the information included is entirely up to you.
A new mommy and daddy’s work is never done. Along with raising your bundle of joy (and trying to find time for sleep) you’ve also got some major planning to do.
This will prepare you for the decisions you’re going to have to make when crafting a Will, whether you create one with an attorney or an online legal service.
Your emails, photos, videos, and entertainment purchases are all part of your Digital Estate. Here’s one way to manage the various services you use so they don’t disappear or get deleted after you’re gone. Unless that’s what you want.
By leaving your family an Ethical Will, you'll be leaving something meaningful behind, so they—and future generations—can learn from you and remember your stories after you are gone.
Even though it’s incredibly sad to think of our pets going on without us, you still need to do something about it. Here's how.
A well prepared home is a happy home. Use this downloadable checklist to gather the right supplies and make sure the supplies you already have are functional and easy to find.
Whether it's a simple procedure, or something more invasive, it never hurts to get some planning done first.
If you've been named as an Executor, which is the person responsible for carrying out the terms of a Will, there are some important things you should know about your new role -- whether you're called upon soon or in the far future.
Here are some of the essential documents, accounts, and types of info you should organize and have at the ready to make completing your Everplan that much easier.
Don’t let disorganization become one of your biggest money problems.
Print this out and keep a copy in your glove box. We hope you never have to use it.
We've identified all the stuff that goes into running a household and put it in this handy checklist.
Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business.
A Guardian of the Person is responsible for raising your child if something happens to you and ensures the general safety, protection, and physical and emotional growth of your child over the course of his or her life. This worksheet will help you determine who in your life is up to the task.
This worksheet includes the things you need so you’re ready when it’s time to meet with a licensed Life Insurance agent.
A quick snapshot of everything you might want to take to the grave – or at least have deleted, erased, shredded, or destroyed by someone you trust after you’re gone.
Whether it's for yourself or someone you love, let us help you get some important planning out of the way.
Before you hire someone to provide in-home care, make sure every box on this checklist is checked off.
This checklist will prepare you for the conversations and decisions you’re going to have to make when naming a POA.
This downloadable checklist serves as a guide in helping you prepare your Advance Directive, and for any conversation you may have with your doctors or your family. (NOTE: To locate and complete the legally valid form for your state use this resource: State-By-State Advance Directive Forms.)
When choosing a Nursing Home, the most important issues to consider are your level of comfort and the level of care provided.
Bring this checklist around your house to make sure no time-keeping device is left behind.