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couples

Estate Planning for Couples: 6 Decisions You Should Make Together—Before One of You Has to Make Them Alone

Estate Planning for Couples: 6 Decisions You Should Make Together—Before One of You Has to Make Them Alone
Couples make thousands of decisions together throughout a lifetime.
Where to live. How to raise a family. When to retire. How to spend and save. Where to travel. Maybe even whose turn it is to empty the dishwasher.
But some of the most important decisions couples need to make together are also among the easiest to postpone.

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successor

Your Estate Plan Has a Backup Plan…Right? Why Successor Decision-Makers Matter

Your Estate Plan Has a Backup Plan…Right? Why Successor Decision-Makers Matter
You’ve created an estate plan. You’ve carefully chosen the people you trust to handle important responsibilities.
Your daughter is your Power of Attorney. Your brother will serve as Personal Representative. Your best friend is your health care decision-maker.
Everything is handled.
But there’s one question that often gets overlooked:
What happens if the person you chose can’t serve when you need them?

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couples

Estate Planning for Couples: 6 Decisions You Should Make Together—Before One of You Has to Make Them Alone

Estate Planning for Couples: 6 Decisions You Should Make Together—Before One of You Has to Make Them Alone

Couples make thousands of decisions together throughout a lifetime.

Where to live. How to raise a family. When to retire. How to spend and save. Where to travel. Maybe even whose turn it is to empty the dishwasher.

But some of the most important decisions couples need to make together are also among the easiest to postpone.

What happens if one of you can no longer make decisions?

And what happens when one of you eventually has to move forward without the other?

Estate planning gives couples an opportunity to answer those questions together—while both people can participate in the conversation.

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The Hidden Cost of Waiting

The Hidden Cost of Waiting: Why Delaying Estate Planning Can Put Your Family at Risk

The Hidden Cost of Waiting: Why Delaying Estate Planning Can Put Your Family at Risk
Many people know they need an estate plan.
They intend to create one.
They simply haven’t gotten around to it yet.
Life is busy. Work, family, travel, and everyday responsibilities often push estate planning further down the priority list.
Unfortunately, waiting can carry costs that many people don’t fully appreciate.

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