How to Create and Update Advance Directives for Healthcare Planning

Ensure your healthcare wishes are followed by creating and updating advance directives.

2025-03-08T19:35:31-05:00By |Checklists, Estate Planning & Legal Essentials|Comments Off on How to Create and Update Advance Directives for Healthcare Planning

Questions to Ask When Buying PreNeed Funeral Insurance

Ensure your funeral expenses are adequately covered with PreNeed Funeral Insurance by asking the right questions about coverage, costs, premiums, and more.

2025-03-08T17:11:01-05:00By |Checklists, End-of-Life & Funeral Planning|Comments Off on Questions to Ask When Buying PreNeed Funeral Insurance

Checklist: Steps to Writing An Ethical Will

An ethical will, also known as a legacy letter or spiritual will, is a non-legal document that conveys a person's values, beliefs, life lessons, and personal reflections to future generations. It serves as a way for individuals to share their wisdom, blessings, and wishes with their loved ones, providing a means to pass on intangible assets beyond material possessions. By following the following steps, you can create a meaningful and impactful ethical will that reflects your values, beliefs, and life wisdom for generations to come.

2024-09-03T11:39:29-04:00By |Checklists|Comments Off on Checklist: Steps to Writing An Ethical Will

How to Create an Estate Plan for Small Business Owners

Protect your business and ensure a smooth transition with a small business estate plan and succession strategy.

2025-03-08T19:24:22-05:00By |Checklists, Estate Planning & Legal Essentials|Comments Off on How to Create an Estate Plan for Small Business Owners

How to Establish Guardianship and Conservatorship

Learn the legal steps to establish guardianship or conservatorship and ensure proper care for an incapacitated individual.

2025-03-09T13:03:00-04:00By |Checklists, Guardianship & Dependent Care, Legal & Professional Guidance|Comments Off on How to Establish Guardianship and Conservatorship
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