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Estate Planning

24 Things To Do When A Loved One Dies (Get Your Free Emergency Binder!)

  Podcast Show Notes – The Architecture of Wealth   Date: 11/23/2022 Name of podcast: The Architecture of Wealth Episode title: What to Do When Someone Dies   Whether you’re handling the death of a loved one or you want to make life easier for your loved ones upon your death, these steps can help a …

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Necessity is the mother of getting things done — The renewed interest in MN’s Healthcare Direc

When going through the estate planning checklist with a client, one commonly skipped item is the healthcare directive. Most things involving finance and health are easy to put off. But one reason the healthcare directive may be postponed is neither the client, nor the advisor, have the medical background to know the risks of not …

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