If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
Advance Care Planning
Advance care planning is not just about old age. At any age, a medical crisis could leave you too ill to make your own healthcare decisions. Even if you are not sick now, planning for health care in the future is an important step toward making sure you get the medical care you would want, if you ... READ the POST
Are Safe Deposit Boxes Safe? Nope, They Aren’t!
You may have seen the recent New York Times article about Philip Poniz. He had stored his entire collection of rare watches in a Wells Fargo safe deposit box. They were his retirement plan. When he recently went to retrieve them, the box was empty. It’s a great article! The big ... READ the POST
How to Write Your Obituary
Do you read obituaries? Have you ever read one and thought it was great? Have you ever considered writing your own? An obituary, at the minimum, conveys the date of death and location of memorial services of the deceased. At the best, it weaves a tale of a life well-lived and leaves us with a ... READ the POST
Day 12
Memberships and OrganizationsWelcome to Day 12! Today you will compile Info on the Memberships and Organizations you belong to. If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 14.In this Chapter, you will document a list of clubs, groups and organizations to ... READ the POST
Incapacity Planning – What is It, Who Needs It, and Why?
Your Guide to Better Incapacity Protection in Your Estate Plan There’s no one-size-fits-all estate plan, but any robust one will protect your privacy, free you from court interference, help you protect and manage your assets, save you money on taxes, and enable you to name the people you trust the ... READ the POST
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