Personal Asset Resources for End-of-life Planning

End-of-life plans include deciding how valued belongings are cared for, from cherished heirlooms to beloved pets. These resources help you make a plan for your personal assets.

Back to Planning Center

Related Posts

End-of-life Planning Mistakes
11 End-of-life Planning Mistakes To Avoid

In a perfect world, your end of end-of-life plan will account for everything. Every “i” dotted and every “t” crossed. In reality though, mistakes happen, and it’s often the small stuff that causes the most problems. And these mistakes can wreak havoc on your loved ones! So we’ve compiled a list of the most common and not-so-common pitfalls to avoid.

minimalist at 180
Is living a Minimalist Lifestyle For You?

We hear a lot of talk about minimalism. So what is it exactly? I personally am not a huge proponent of “labels”, but when referring to a minimalist lifestyle, this “label” helps me understand certain characteristics and lifestyle choices a person makes.

death etiquette
Etiquette Tips Can Save Your Loved Ones Money

Beneficiaries miss out on life insurance benefits all too often.  The odds that you're owed money from a lost, forgotten or unknown policy are about one in 600.   Besides life insurance, there may be other assets a deceased person might have that family members may be totally unaware of.  Without an organized list, your loved ones and beneficiaries may be missing out.

keep or shred
Do You Know What To Save?

In a recent report we touched on the importance of keeping certain financial documents. Today, we are taking a deeper dive into what you should keep and for how long. We'll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.