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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

financial planning
New Tax & Contribution limits for 2023

December 29, 2022

The New Year is upon us and many of us take this time to lay out our financial plan for the upcoming year.  There are some important changes to tax rules and limits that you should be aware of that may affect your planning.  We’ve outlined them here to help you create your best plan.

digital legacy
What’s Your Digital Legacy?

October 05, 2022

A digital legacy includes all the online accounts, digital assets, and internet profiles left behind when a person dies. Some people may only have an email address. Others maintain an extensive digital footprint over their lifetime. Recent studies indicate a single email address is associated with an average of 130 digital identities!

Estate Planning Attorney
6 Key Attributes to look for in an Estate Planning Attorney

August 23, 2022

The estate planning process includes some of the most important decisions you’ll ever make. Such as; What will happen to your money when you die; Who will look after your kids if you die while they’re still minors; and What kind of legacy you’ll leave behind. These decision are too important to leave to chance! That’s where an estate planning law firm can help.

Volunteering
Ways You Can Make a Difference Today

June 13, 2022

What more can we all do to make a positive difference in the lives of our friends and family, our neighbors, and our communities? Here are some ideas.

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.
Create your digital plan. You benefit today. Your family will benefit tomorrow. Try It Free

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