Financial Resources for End-of-life Planning

When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.

Back to Planning Center

Related Posts

expanding our mission
Expanding Our Mission!

To achieve it’s mission of "helping 1 million families” deal with death in this digital age, My Life and Wishes is now offering its' services to Professional Advisors. “Our main focus will be working with Estate Planning Attorneys and Financial Advisory firms”, announced Jon Braddock, Co-Founder of My Life and Wishes.

Dealing with debt
What Happens to Debt When You Die?

Planning your legacy can be complicated. Debt is a very real component in that planning. Make sure you understand what debt you have, who will end up being responsible for that debt, and how that might impact what you leave for your loved ones.

Care giving
5 Things You Need To Know About Care Giving

Did you know there are over 42 million unpaid caregivers in the U.S.? Yes, that’s 42 million – unpaid. Whether you’re caring for a loved one at home or from a far, it has its' challenges. And the current pandemic has made those challenges even more difficult to manage. Here are 5 tips to help.

hdhp
Big Health Insurance Deductible? This Can Help!

For most of us, we’ve seen our health insurance deductibles rise dramatically over the last decade. We now pay thousands of dollars in deductible– and that’s before any of the insurance kicks in! But there are things that can help. We’ve put together a list of products to help cover those high deductible costs.