Planning Quickview
8 things that'll get the ball rolling

Regardless of what you’re currently experiencing, it’s always a good time to have an updated Will at the ready. [Dig Deeper: All You Need To Know About Creating A Will]

The components of an Advance Directive include: Naming a Health Care Proxy, creating a Living Will, Organ Donation and other medical odds and ends to take the burden off your family if you get sick or are the victim of an accident. [Dig Deeper: All You Need To Know About Advance Directives]

Apart from legal and medical forms (Will, Life Insurance Policy, POA, Advance Directive…) it’s important to get a handle on all the other paperwork in your parents’ life to make things easier in the long run (utilities, banking info, digital accounts and passwords, etc...). [Dig Deeper: All You Need To Know About Organizing Important Documents]

Term Insurance is often reasonable and covers you for a set amount of time. Permanent Insurance is a lot more expensive but it never expires. [Dig Deeper: All You Need To Know About Life Insurance]

Your POA has power over everything involving your finances if something happens to you. This includes paying bills, managing bank accounts, overseeing investments, signing contracts, and filing your taxes. [Dig Deeper: All You Need To Know About Naming A POA]

People set up trusts to minimize estate taxes, avoid probate court, and seamlessly transfer money and property to heirs. [Dig Deeper: All You Need To Know About Trusts]

It’s never too early to think about how you want to live when you’re older. [Dig Deeper: All You Need To Know About Eldercare]

It might be difficult for you to think about a funeral at this point, but it’s your final farewell so if you want to have a say in it let people know. [Dig Deeper: Pre-Planning a Funeral]