A space to learn more about personal financial planning. You can expect twice monthly posts covering a range of topics from tips & tricks, to big decisions that matter for DB Pension Members, Incorporated Business Owners, DIY Investors, and those making big life pivots.
Planning for Your Death Is the Ultimate Act of Love: Simple steps to help you get started
Planning for the worst — incapacity, or death— is an act of love that relieves administrative and financial burdens for those who matter most to you. By preparing and having difficult conversations now, you can avoid unnecessary stress and potential conflict down the road.
My goal with this post is to distill a simple action plan for working professionals who might otherwise say “estate planning is only for the rich, I don’t need to worry about that right now”.