End of Life Planning

Planning for the end of life stage is important if we want our wishes to matter to friends and family. Whether this involves asset planning, funeral planning, or something else, it's worth discussing and pondering.

4 weeks ago

3 Tips for Removing the Mental Blocks to Getting Things Done

“I know I should be doing it, I know it’s a good idea, but I just keep putting it off!” Ever heard that cry coming out of your own mouth, or from someone you know?

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1 month ago

The Terror of Inheriting a Mess Part 3: Your Scary Stories

After sharing Part 1 and Part 2 of this series, and since I keep receiving comments, emails, and shared stories from readers and other women I have talked with recently, I thought it only fitting to finish with one more blog on the scariest day of the year…

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2 months ago

The Terror of Inheriting a Mess: Part 2

What better time to complete this topic series than October, National Estate Planning Awareness Month!?! Based on your feedback and sharing from Part 1, this blog shares stories, tips and encouragement for those who have experienced inheriting a mess…

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2 months ago

Have You Had “The Talk” with Your Adult Children?

If we haven’t already, we need to make sure we’ve had “the talk” with our children by the time we reach retirement. This does not refer to the infamous sex talk we have with our children during their pre-teen stage, but about our end-of-life…

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3 months ago

The Terror of Inheriting a Mess: Part 1

What do you do when you inherit a mess? Where do you start? How do you move forward? Part of one woman’s solution, Heather Parker, was to become an estate planning attorney to help others avoid the same mess she experienced in her family…

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3 months ago

It’s Time to Have “The Estate Plan Talk”

While many may recognize that drafting a will is an essential part of their estate plan, most don’t realize that it is an instrument for communicating your intentions. Although it functions as a statement of your estate wishes, it won’t help your children…

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3 months ago

“To Each His Own”: A Frustrating Requirement You Need to Understand

Normally, when you hear or say the phrase “to each his own” you are likely shrugging and recognizing that things can be different for different people. And it’s no big deal. But when it applies to your financial power of attorney document…

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5 months ago

Is Your Financial Adviser Comfortable Discussing Your Personal Needs?

Joan and Stanley went to visit their financial adviser, with the express intent of getting all their financial questions answered. Headed towards their late 70s, and facing a possible further two decades (or maybe more), they were concerned…

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5 months ago

When Love Isn’t Enough – What to Ask of Family Caregivers

On a recent long flight, I happened across a better than average film amongst the airline’s offerings. It gave me pause to consider how adamant I might be in making my wishes known about health care when I can no longer care for myself…

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6 months ago

Before You Go… Ask Yourself if You Are REALLY Ready

Are you ready for some stress-free summer travels? What favorite summer vacations do you remember from childhood? Any “trips to remember” stories? As a kid, we had no worries, no stress, just jumped in the vehicle when it was time to leave, right?

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