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FAREWELLING CHECKLISTS
Grief & Loss
Grief at Work: Navigating the Office After a Loss
How to Deal with Loss in the WorkplaceWhen we lose someone, grief takes on many characteristics that morph and change across weeks, months and even years. It can be by turns sad, frustrating, lonely, anger-inducing, confusing, and a whole host of oth...
Future Planning
Power of Attorney 101: What You Need to Know
Who will make financial and legal decisions on your behalf if you can no longer handle these details for yourself? Years of hard work, retirement savings, and asset accumulation mean that you need to protect your financial portfolio fur future b...
Future Planning
Why It’s Important to Have a Digital Estate Plan
Why It’s Important to Have a Digital Estate PlanTechnology has become an integral part of daily living. How often do you reach for a laptop, smartphone, or tablet to talk to loved ones, check your bank account, or get updates on social media?In the p...
Future Planning
End of Life Checklist: Life Insurance 101
Life Insurance: We Break Down the Basics. And It's Not Just for Old People.A good life insurance policy offers two benefits: peace of mind while you are enjoying life, and financial support for the family after you are gone. Not only does life insura...
Future Planning
Prepaying for a Funeral: What to Know and What to Avoid
Want to Prepay for Funeral Costs? Here's the Scoop.Funeral costs can add up, which is why it’s wise to have a plan in place to cover this significant future expense. But before you send a payment to a funeral home or funeral insurance company, make s...
Future Planning
What is a Legacy and Why Should You Think about Yours?
What Does Leaving a Legacy Mean, Anyway?While many define a legacy as a gift or inheritance that is handed down, there are elements of a legacy that don’t come in physical form. For example, some people consider a legacy to be real estate or money. B...
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