End of life planning workbook & checklist
Establish a sound estate plan and make your wishes known before your death.

Establish a sound estate plan and make your wishes known before your death.
It depends on your state, the type of debt you have, and how you structure your assets.
If your mom does not have certain plans in place, she may be vulnerable to financial risk.
A timeline and guide for managing your loved one's final affairs.
This kind of protection can help with costs should a major illness strike.
Hospice care is an important option for families to consider for a loved one.
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
Life insurance proceeds could help recoup costs resulting from taking care of an aging parent.
Retirement is a journey that should start early with steady navigation. Have a road map.
From student loans to mortgages, debt offers opportunities … and risks. Know both.
Tracking down a life insurance policy for a deceased family member isn’t hard when you know where to look.
Settling an estate is a difficult job that takes patience and organization.
Stress test your budget, review your health insurance, and time your Social Security benefits carefully.
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
It can help to discuss wishes and costs with family and friends beforehand.
Be aware of costs and know your rights when planning a funeral.
Parents and caregivers can help kids mourn loss by grieving and talking about death in a healthy way.
This kind of coverage can help those with medical issues cover final expenses.
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