Have you ever needed to travel to a meeting someplace that you’ve never been and just the thought of the drive itself gets you all twisted up inside? When I go someplace for the first time, I do what a lot of us do: Rearrange my schedule to fit the appointment into my life. Confirm […]
We know that 100% of people aren’t getting out of here alive. Even with that Universal Law, there is so much anxiety around planning for our inevitable exit. And there doesn’t have to be! One question that always comes up around estate planning is “Do I need a Will or a Trust?”
Probate… It’s a word that either people have never heard of or fills them with dread. It’s the big, hairy, yuck that happens when somebody dies. But it doesn’t have to be!
You’ve been a fully-functioning, adult member of society for… 20, 30, 40 years (shhh, I’m not asking!) and you know a thing or two about taking care of your life. You know how to make your own financial and health decisions and while it’s not always fun to schedule that dentist appointment or lab work, […]
There are two questions I hear the most: How can I make sure I’m not a burden on my family? And if I need long-term care, how do I pay for it without spending everything?
I recently received this email: Tracey, I have a new baby and am suddenly realizing that I don’t have a Will. My husband and I really need Wills – but we also really need to pick somebody who could take care of our son if something happened to us. But what do I need to […]
The Holidays give a special opportunity to check in on the seniors in your life – and make sure that everything is going well. When you’re visiting mom or dad, or Great Aunt Agnes there are some things to look for to do a senior welfare check during the holiday season to verify they’re safe […]
You know you need to take care of your estate planning and yet there are so many steps – steps you don’t even know what they are – you end up putting it off for months or years. Congratulations! You’re human!
The second reason that people don’t have their Will done (or are putting it off) is because they feel they’re too young and just don’t need one yet.
Nearly 70% of adults do not have any planning in place. Seventy percent! Think about that. I was curious why that number was so high. So, I did a super informal, highly unscientific survey to see if I could glean anything. I was amazed at the results!