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Planning Center

End-of-Life Planning Resources

Leaving your family with an end-of-life plan means making important decisions today.

To help you make informed decisions, we’ve gathered must-know information about key topics. Explore the resources here to start building a plan for your family.

Learn More About:

Financial

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.

Funeral & Memorials

Recording your wishes and pre-planning your funeral ensures your family can grieve your loss when you pass, not scramble to make arrangements. Get started today with these helpful resources.

Health Care Decisions

Does your family know your wishes in the event of an emergency? Have you made eldercare decisions? Learn about the critical choices everyone needs to make about their health care.

Insurance and Legal Documents
Insurance & Legal Documents

Don’t leave your family with disorganized paperwork. Learn what to do to get your documents in order and make sure your family is protected with wills, trusts, and more.

Personal Assets After Death
Personal Assets

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.

Latest Posts

Pre-Retiree
The 5 most stressful financial concerns for pre-retirees

February 20, 2022

If you’re thinking about retiring, you may be facing fears of being able to survive on a limited, fixed income, in a world where everything is gradually becoming more expensive.

Resolution or Goal?

January 11, 2022

Many of us set "goals" or made "resolutions" at the start of the new year.   We're 2 weeks in - how are they going? Most people will make pretty good progress until other things, and life, get in the way. This usually happens around February 1st. However, implementing the following steps will help you stay on track and achieve your goals and resolutions!

Emergency 180
Essential Tips for Keeping Your Family Safe from Disasters!

September 08, 2021

This year, lives have been lost, and homes and property destroyed by Henri and now hurricane Ida.   Not only have hurricanes been the culprit for devastation, but other disasters like the wild fires in California, extreme rains and flooding in Tennessee have all endangered our personal safety, our homes, property and businesses. 

Prepare to protect
When Will You Prepare?

August 31, 2021

September is National Preparedness Month. FEMA along with the National Weather Service is asking us to take time this month to prepare ourselves, our families and those in our care for the unforeseen natural disasters that are occurring all around us. 

Checklist Download

National & State Resources

Laws may vary by state. In addition to our Planning Center, consult these national & state resources.

This material is prepared for informational purposes only. It should not be construed as investment, tax, or legal advice.
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