It was a small moment at the end of a family dinner, the kind everyone laughs off. But for Gail, it brought back the question she’d been putting off for years. Who would handle her mom’s money if something happened? Who would talk to her doctors? And did anyone know where the papers were?
What MAID Means for Your Estate Plan Margaret had been thinking about it for two years. After her ALS diagnosis, she’d done her research, spoken with her doctor, and made her decision. She knew the date. Her family knew the date. What nobody had gotten around to was her will. Read more
Estate Planning in Your 30s: What Nobody Told You A few weeks ago, someone in their early 30s told me she’d been meaning to sort out a will for a couple of years. She and her partner had just bought their first place. They had a dog. No kids yet. Read more
Where Estate Plans Usually Fall Short There’s a gap in most people’s estate plans, and the frustrating part is that it’s completely avoidable. The even more frustrating part is that when that gap shows up, it’s rarely the person with the incomplete plan who pays the price. It’s the people Read more
Estate Planning Needs More Than Good Intentions “Hope is not a strategy” is one of those phrases that sticks with you because it’s true. And it’s especially true in estate planning. Most people don’t avoid planning because they’re irresponsible. More often, they avoid it because life is full, the conversation Read more
The Difference Between a Will and Estate Planning Many people assume estate planning vs will is the same conversation. After all, a will is often the first (and sometimes only) document people think of when preparing for the future. But here’s the truth: a will, while essential, is only one Read more
