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End-of-Life Planning

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

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

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

"How would loved ones access your password-protected accounts if needed?"

Oct 3, 2025

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12 min read

The Uncomfortable Truth About Your Final Send-Off

The Uncomfortable Truth About Your Final Send-Off

"How Have You Communicated Your Wishes Regarding Funeral or Memorial Services?"

Aug 21, 2025

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14 min read

Beneficiary Designations - The Silent Inheritance Killer

Beneficiary Designations - The Silent Inheritance Killer

How recently have you reviewed beneficiary designations on accounts and policies?

Aug 14, 2025

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10 min read

Have You Selected an Executor of Your Estate? (Or: How to Avoid Making Your Death Everyone Else's Problem)

Have You Selected an Executor of Your Estate? (Or: How to Avoid Making Your Death Everyone Else's Problem)

Welcome to another delightful episode of "Conversations Nobody Wants to Have But Really Should." Today's topic: Estate Executors – because apparently dying isn't stressful enough without leaving your loved ones a bureaucratic nightmare to untangle.

Jun 12, 2025

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10 min read

How comprehensive is your inventory of assets and liabilities?

How comprehensive is your inventory of assets and liabilities?

Hidden Treasures, Buried Documents, Missing Keys, Forgotten Passwords

Jun 1, 2025

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8 min read

What's the Status of Your Legal Will?

What's the Status of Your Legal Will?

The Probate Process: A Major Misconception

May 28, 2025

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8 min read

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