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Planning Ahead

Make your wishes known and plan with confidence.

29 articles in this topic

Articles in this topic

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Planning Ahead

The 50 Things Your Family Should Know Before You Die

A comprehensive list of both the practical and deeply personal things worth documenting for your family - from bank accounts to which photo you actually like.

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Planning Ahead

Advance Directives, Living Wills, and Healthcare Proxy Explained

A clear explanation of how advance directives, living wills, and healthcare proxies relate to each other, and why most people need more than one document.

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Planning Ahead

Body Donation: How It Works and How to Register

The difference between body donation and organ donation, how to register in advance, and what families can expect.

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Planning Ahead

Burial vs. Cremation: Making Your Own Decision in Advance

How to think through your own preference between burial and cremation, and why deciding in advance matters.

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Planning Ahead

Conversations to Have With Your Family Before It's Urgent

Practical guidance on starting family conversations about planning ahead, before they become urgent.

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Planning Ahead

DNR Orders and POLST/MOLST Forms

The difference between a DNR order and a POLST/MOLST form, and who typically needs each.

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Planning Ahead

Documenting Your Funeral and Memorial Wishes

How to think through and document your own funeral and memorial preferences, so your family isn't left guessing.

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Planning Ahead

5 Documents Every Adult Child Should Know Where Their Parents Keep

The documents that matter most for a family during a medical crisis or after a death — and how to ask about them without it being awkward.

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Planning Ahead

Writing an Ethical Will or Legacy Letter

What an ethical will is, how it differs from a legal will, and ideas for what to include.

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Planning Ahead

$2,000 vs $10,000 vs $25,000 Funeral: What Actually Changes?

A real, itemized comparison of what changes between a $2,000, $10,000, and $25,000 funeral - and what stays the same.

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Planning Ahead

Where Do I Start? A Simple Guide to Getting Your Affairs in Order

A calm, practical starting point for organizing your affairs — for anyone who feels overwhelmed by where to begin.

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Planning Ahead

Guardianship: Naming Someone to Care for Minor Children

Why naming a guardian for minor children matters, and how to think through the decision.

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Planning Ahead

Life Insurance and Final Expense Insurance

The difference between standard life insurance and final expense insurance, and how each can help cover end-of-life costs.

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Planning Ahead

Medicaid Considerations for Long-Term Care Planning

How Medicaid factors into long-term care planning, and why timing matters if this is relevant to your situation.

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Planning Ahead

Payable-on-Death Accounts and Other Simple Ways to Pass on Savings

How payable-on-death accounts work, and other simple ways to make sure savings reach the right person without probate delays.

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Planning Ahead

Planning Ahead While Healthy vs. After a Diagnosis

How the planning-ahead process differs depending on whether you're healthy or newly facing a serious diagnosis, and why starting early helps either way.

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Planning Ahead

Preneed Plans and Funeral Trusts: Setting One Up in Advance

How to think about setting up a preneed funeral plan or funeral trust in advance, and what to check before signing a contract.

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Planning Ahead

Prepaying for Your Funeral: Smart Planning or Not?

A genuine, balanced look at the real advantages and real risks of prepaying for a funeral - not a one-size-fits-all answer.

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Planning Ahead

Religious and Cultural Wishes: Writing Them Down for Your Family

Why it's worth explicitly documenting religious or cultural wishes for your funeral, even if your family shares your background.

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Planning Ahead

The Retirement Planning Checklist That Isn't About Money

Retirement is a natural moment to update your affairs - not because anything is wrong, but simply because it's a good, calm checkpoint to do it.

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Planning Ahead

I Wish Someone Had Told Me: Things People Wish They'd Known

Composite reflections of what families and professionals commonly say they wish they'd known - and what actually closes each gap.

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Planning Ahead

The Things Worth Organizing in Your 50s

Why your 50s are a natural moment to organize the basics - a will, healthcare proxy, and updated beneficiary designations - before they feel urgent.

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Planning Ahead

Typical End-of-Life Costs: What Families Actually Spend

A realistic overview of what different end-of-life choices typically cost, to help with both advance financial planning and immediate decisions.

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Planning Ahead

What Decisions Can Wait, and What Can't

A practical way to prioritize which planning decisions are genuinely urgent versus which can be figured out gradually.

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Planning Ahead

What Documents to Organize (and Where to Keep Them)

Which documents matter most to have organized in advance, and practical tips for making sure your family can actually find them.

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Planning Ahead

What Happens to Your Pets When You Die? Planning for Their Care

Why pets are easy to overlook in estate planning, and the two main ways - a written designation and a pet trust - to make sure they're genuinely provided for.

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Planning Ahead

Why Every New Parent Needs a Will and Guardian Plan

Why naming a guardian in a will matters so much more once you have children, and why a court - not your own wishes - decides if you haven't.

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Planning Ahead

Why Plan Ahead? What to Plan and Where to Start

Why planning ahead matters at any age, and a realistic overview of what actually needs to be planned.

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Planning Ahead

Wills, Trusts, and Power of Attorney: The Basics

A clear explanation of what wills, trusts, and power of attorney each actually do, and how they're different from each other.

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