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Most Recent

Nov 15, 2025

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10 min read

Part I: Estate Succession - Plan vs Reality

Oct 31, 2025

•

11 min read

A Second Opinion?

Oct 25, 2025

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16 min read

Part II: Family Wisdom - Your life lessons matter more than you think

Oct 17, 2025

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10 min read

Part I: Family Wisdom - The one thing people get wrong.

Oct 12, 2025

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11 min read

Conversation Starter Guides

Oct 10, 2025

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14 min read

Closure - Is it you? Is it them? Does it really matter at this point?

Oct 3, 2025

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12 min read

You're Locked Out and You're Screwed - Digital Password Management

Sep 25, 2025

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11 min read

Part 2: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Sep 20, 2025

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10 min read

Part 1: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Sep 18, 2025

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16 min read

Charitable Giving - "Have you created a plan for charitable contributions as part of your financial legacy?"

Life Preparedness

It's much bigger than you think.

May 21, 2025

•

11 min read

It's much bigger than you think.

The Introduction...PTQ Preparedness and much, much more.

Jared Jerotz
Jared Jerotz

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Family Legacy

Part II: Family Wisdom - Your life lessons matter more than you think

Oct 25, 2025

•

16 min read

Part II: Family Wisdom - Your life lessons matter more than you think

Family Legacy

Part I: Family Wisdom - The one thing people get wrong.

Oct 17, 2025

•

10 min read

Part I: Family Wisdom - The one thing people get wrong.

Family Legacy

Part 2: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Sep 25, 2025

•

11 min read

Part 2: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Family Legacy

Part 1: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Sep 20, 2025

•

10 min read

Part 1: Caregiving Expectations, "Do you know what your aging parents expect from you?"

Family Legacy

A Different Kind of War of the Roses

Aug 12, 2025

•

10 min read

A Different Kind of War of the Roses

Family Heirlooms

There's the door, don't let it hit you in the a** on the way out.

Jul 31, 2025

•

11 min read

There's the door, don't let it hit you in the a** on the way out.

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Financial Preparedness

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Family Legacy

Family Heirlooms

Beyond the Recipe Card: Preserving the Soul of Your Family's Heritage

May 29, 2025

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8 min read

Beyond the Recipe Card: Preserving the Soul of Your Family's Heritage

How have you preserved unique family recipes and traditions?

Family Heirlooms

How have you preserved your family stories and personal history?

May 18, 2025

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9 min read

How have you preserved your family stories and personal history?

Why Your Stories Matter

Jared Jerotz
Jared Jerotz

Medical Preparedness

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Spiritual Preparedness

Spiritual Preparedness

Finding Your Spiritual Support Network: Who Will Be There When You Need Them Most?

May 30, 2025

•

7 min read

Finding Your Spiritual Support Network: Who Will Be There When You Need Them Most?

The Question: Have you considered who should provide spiritual support to you and your family during difficult times?

Jared Jerotz
Jared Jerotz

Spiritual Preparedness

Healing Broken Bonds: The Journey to Reconciliation

May 19, 2025

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6 min read

Healing Broken Bonds: The Journey to Reconciliation

Unresolved relationships can weigh heavily on our hearts.

Spiritual Preparedness

Finding and Sharing Your Life's Purpose

May 13, 2025

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8 min read

Finding and Sharing Your Life's Purpose

What has your life been about?

Financial Preparedness

Medical Preparedness

Spiritual Preparedness

End-of-Life Planning

Pet Planning

Insurance

Life Preparedness

Downloadable Content - Conversation Starters

Hard Truths

Family Legacy

It's much bigger than you think.

May 21, 2025

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11 min read

Financial Professionals

Jun 5, 2025

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9 min read

How comprehensive is your inventory of assets and liabilities?

Jun 1, 2025

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8 min read

It's much bigger than you think.

May 21, 2025

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11 min read

Income Protection

Apr 22, 2025

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5 min read

How comprehensive is your inventory of assets and liabilities?

Jun 1, 2025

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8 min read

Financial Preparedness

"Planning and organizing finances for security and future needs"

Medical Preparedness

"Healthcare choices, advance directives, and treatment preferences"

Spiritual Preparedness

"Personal faith, spiritual values, and religious preferences"

End-of-Life Planning

"Preparing final wishes, healthcare decisions, and estate matters"

Family Heirlooms

"Treasured possessions with sentimental value passed through families"

Pet Planning

"Preparing for your pet's care, health, and future needs"

Family Secrets

What skeletons are still in a closet that people may want to know about or will find?

Insurance

"Planning and coverage strategies to protect against life's uncertainties"

Life Preparedness

"Planning and readiness for life's major transitions and challenges"

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