Part 2: Emergency Contacts

Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide a copy...

Continue Reading Part 2: Emergency Contacts

Part 3: Financial Matters

While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor all the pertinent details...

Continue Reading Part 3: Financial Matters

Part 4: All Things Real Estate

The checklists for this installment of our Planning Beyond the Will series include all things related to any real estate. One checklist is dedicated to information regarding any property and home(s) you own.

Continue Reading Part 4: All Things Real Estate

Part 5: Tangible Items

This segment of our Planning Beyond the Will series includes two checklists to address any tangible items you may wish to leave to your heirs.  One checklist is designated for…

Continue Reading Part 5: Tangible Items

Part 6: Family Pets

We know you love your pets and want to ensure your four-legged family members aren’t overlooked.  When it comes to pets, the law considers them to be tangible, personal property. …

Continue Reading Part 6: Family Pets

Part 7: Your Digital Footprint

Technology is constantly evolving, and for most, our electronic gadgets and digital world keeps growing. Many people don’t consider the importance of how they’d like their digital estate to be handled upon their passing.

Continue Reading Part 7: Your Digital Footprint

Part 9: Your Funeral

This is the last segment in our series, and it’s likely the most important and most difficult to complete. Preplanning your funeral might sound like a dreadful task, but more and more people are starting to recognize the benefits of doing so.

Continue Reading Part 9: Your Funeral