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The importance of a personal legacy letter in your estate plan
When you think of estate planning, you may immediately think of wills, trusts, and other legal documents that ensure your assets are distributed according to your wishes after you pass away. While these documents are certainly important, there's another aspect of estate planning that is often overlooked: the personal legacy letter.
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The role of life insurance in estate planning
Estate planning is a critical part of ensuring that your assets are distributed according to your wishes after you pass away. Let's explore the role of life insurance in estate planning and why it's an important consideration for anyone who wants to protect their family's financial future.
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What happens to your digital assets after you pass away? A guide to digital estate planning
In this article, we'll explore what digital estate planning is, why it's important, and what steps you can take to ensure that your digital assets are handled properly after you pass away.
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The role of palliative care in end-of-life planning and care
End-of-life planning is a crucial aspect of life that everyone should consider. Although it can be a difficult and emotional topic to discuss, planning for the end of life can help ensure that an individual's wishes are respected and that they receive the care they need when they need it.
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Navigating end-of-life decisions for a loved one with dementia
When a loved one is diagnosed with dementia, it can be a challenging time for everyone involved. As the disease progresses, it can become increasingly difficult to make decisions about end-of-life care. It's important to approach these decisions with empathy and understanding, and to ensure that your loved one's wishes are respected.
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The Millennial Parent: What are the best ways to save for my children's future?
As a millennial parent, you likely have a lot on your plate when it comes to financial planning. Between managing your own finances, saving for retirement, and providing for your children, it can be challenging to know where to start.
Read More
30 estate planning keywords you need to know
Estate planning is a critical process that everyone should undertake to ensure their assets are distributed according to their wishes upon their passing. Here we will explore 30 estate planning vocabulary words and their definitions.
Read More
What happens if you die without a Will? Understanding intestate succession
No one likes to think about their own death, but it's important to plan for the future by creating a will. A will is a legal document that outlines your wishes for how your property and assets will be distributed after your death. However, if you die without a will, your property will be distributed according to intestate succession laws.
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End-of-life planning for solo seniors: how to ensure you're not alone in your final days
End-of-life planning is crucial for anyone, but it's particularly important for seniors who are aging alone without a partner or close family members. If you're a solo senior, you may worry about what will happen to you in your final days and who will be there to care for you. But with the right planning and support, you can ensure that you're not alone at the end of your life.
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The importance of updating your estate plan after major life changes
Estate planning is an ongoing process, not a one-time event. As life changes, so do your goals and priorities. It's important to periodically review and update your estate plan to ensure it reflects your current wishes and circumstances. One of the most important times to update your estate plan is after major life changes.
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Caring for your pets after you're gone: including them in your estate plan
Pets are more than just animals – they are cherished members of our families, and for many of us, they are like our children. We love them, care for them, and want to make sure they are well taken care of even after we are gone. But have you ever considered what will happen to your furry friend when you pass away?
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The Millennial Parent: What's the best way to include charitable giving in my estate plan?
As a millennial parent, you likely have a lot on your plate. Between juggling work, family, and personal responsibilities, it can be tough to think about estate planning. However, taking the time to create a comprehensive estate plan is crucial, especially when it comes to charitable giving.
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Understanding hospice care: what it is and how it can help families
As we age, our health can take a turn for the worse, and we may find ourselves in need of medical care that is more focused on our comfort and quality of life rather than a cure. This is where hospice care comes in.
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What are the top 3 things that families have that may require a trust?
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network. This question is answered by Chris Jeter who is a founding partner of MJC Attorneys.
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The Millennial Parent: How often should I update my estate plan?
Creating an estate plan is an important step in ensuring that your assets and affairs are properly managed and distributed after you pass away. However, creating an estate plan is not a one-and-done process.
Read More
Where to begin with estate planning
Estate planning is an important task that can help ensure your loved ones are taken care of and your assets are protected after you pass away. In this post, we’ll provide tips and advice to help you get started.
Read More
What is a trust and should I have one?
This post is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network. This question is answered by Chris Jeter who is a founding partner of MJC Attorneys.
Read More
The pros and cons of joint tenancy in estate planning
Estate planning is a crucial aspect of financial planning, and one of the most common methods of property ownership is joint tenancy. Joint tenancy is a form of ownership where two or more individuals own equal shares of a property.
Read More
The Millennial Parent: How can I plan for the care of my special needs child?
As a parent of a special needs child, planning for their care and future can be an overwhelming and daunting task. However, with proper planning, you can ensure that your child will have the necessary resources to live a fulfilling life.
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10 common estate planning mistakes and how to avoid them
Talking with our partners, we have heard stories of countless individuals making the same mistakes when it comes to estate planning. Unfortunately, these mistakes can lead to significant problems down the road for both the individual and their loved ones.
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The Millennial Parent: How can I protect my kids' inheritance from divorce or creditors?
We all know that being a parent comes with a lot of responsibilities, and one of them is making sure that our children are financially secure. But what happens if you get divorced or your creditors come after your assets? How can you protect your kids' inheritance?
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How to plan an eco-friendly funeral
Death is an unavoidable fact of life, and while it's not something that most of us like to think about, it is something that we all need to plan for. And if you're someone who cares about the environment, it's important to consider how your final goodbye can impact the planet.
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5 reasons people do not need a trust
When it comes to estate planning, trusts can be a useful tool to help manage assets and provide for loved ones after you're gone. However, trusts aren't for everyone, and there are situations where you might not need one.
Read More
Making funeral arrangements: a step-by-step guide
Losing a loved one is one of the most difficult things we can experience in life. Not only do we have to deal with the emotional pain, but we also have to navigate the practicalities of arranging a funeral. It can be overwhelming and confusing, especially if you've never had to do it before. That's why we've put together this step-by-step guide to help you through the process.
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What inventory and assets should I include in my estate plan?
One of the most common questions we receive from Addio families is, "What inventory and assets should I include in my estate plan?" It's a great question and an important one to consider when creating an estate plan that will ensure your assets are distributed according to your wishes.
Read More
Best books on end-of-life planning
If you are looking for resources to help you with end-of-life planning, books are a great place to start.Here are some of the best books on end-of-life planning that you can read to get started.
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What is an ethical will?
While traditional wills help distribute your material possessions after your death, an ethical will is a document that outlines your personal values, beliefs, and life lessons to pass on to future generations.
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The Millennial Parent: How do I find an estate planner for my family?
As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future.
Read More
What are popular times people create an estate plan?
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Read More
What to consider when choosing the executor of your will
Estate planning is an important step for anyone who wants to ensure that their assets are distributed according to their wishes after they pass away. However, one crucial aspect of estate planning that is often overlooked is choosing an executor for your will.
Read More
What would happen if I don't have a plan in place?
This post is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Read More
What high-net-worth individuals should consider when estate planning
Estate planning is a crucial process that every individual, regardless of their net worth, should consider. However, for high-net-worth individuals, estate planning takes on a whole new level of complexity.
Read More
How to choose the right estate planning attorney for your family
Estate planning can be complex, which is why it's important to have an experienced estate planning attorney on your side. Here are some tips for choosing the right estate planning attorney for your family.
Read More
What is probate?
Probate can be a long and expensive process. By making a few adjustments now, your family can avoid probate and ensure that your assets are distributed according to your wishes.
Read More
What is an estate plan and why do I need one?
This post is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
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Coping with grief and loss: resources for families
For families coping with grief and loss, there are many resources available to help navigate the difficult journey of grief. Check out this blog post for a list.
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How to minimize estate taxes for your family with proper planning
Estate taxes can be a significant burden for your family. With proper planning, however, you can minimize the amount of taxes your family will have to pay and ensure that they receive more of your hard-earned assets.
Read More
The benefits of pre-planning your own funeral
Death is a subject that most people tend to avoid. We don't like to think about it, let alone plan for it. However, planning your own funeral is an important step that can provide peace of mind for you and your loved ones.
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Tips for young parents: money and end-of-life planning
As a young couple with kids, it's easy to get caught up in the day-to-day routine of life and forget about the future. However, planning for the financial aspects of end-of-life care is a critical aspect of protecting your family's financial well-being.
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10 tips on talking to children about death
Losing a loved one is a difficult experience for anyone, but it can be particularly challenging for young children. In this article, we'll give you some tips on how to navigate that conversation.
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What should I include in my advance care directive?
Creating an advance care directive, also known as a living will or advance healthcare directive, is an important step in ensuring that your healthcare wishes are respected in the event that you are no longer able to make decisions for yourself.
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How to setup a guardianship for your children
As a parent, ensuring that your children are well taken care of is a top priority. In this post, we'll walk you through how to set up a guardianship for them.
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How to support a friend whose parent died
Losing a parent is one of the most devastating experiences a person can go through. If someone you know has recently lost a parent, here are some ways you can be supportive.
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How to talk to your parents about their estate plan
Learn how to approach the sensitive topic of estate planning with empathy and care.
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Financial mistakes families make in end-of-life planning
Learn how to start planning early, consider potential healthcare costs, create a comprehensive estate plan, review and update documents regularly, and consult with professionals when necessary.
Read More
How to maximize bereavement leave
Losing a loved one is one of the most difficult experiences a person can go through. If you find yourself in need of bereavement leave, there are a few ways you can maximize your time off and make the most of your grieving process.
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How to talk to your family about your end-of-life plans
Death and dying are topics that many people find uncomfortable or even taboo to discuss. However, it's essential to have these conversations with your family, especially as you get older and start thinking about your end-of-life plan.
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How to support a grieving partner
The loss of a parent is one of the most profound and difficult experiences that a person can go through. When your spouse loses a parent, it's not only a difficult time for them, but it can also impact you as their partner. You may feel overwhelmed and unsure of how to best support your spouse during this time of grief. It's normal to feel unsure of how to proceed, and it's essential to know that everyone grieves differently.
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Death doulas are not just for the dying
Losing a loved one can be an incredibly difficult and emotional experience for everyone involved. For the family members left behind, dealing with the grief and loss can be overwhelming and exhausting. That's where a death doula can step in to offer support, comfort, and guidance during this challenging time.
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How to talk to your parent about moving into assisted living
It can be a difficult and emotional decision to talk to your parent about moving them into an assisted living facility. However, there are ways to approach this conversation that can make it easier for both you and them. In this post, we will provide you with some advice on how to start this conversation and things to consider when making this decision.
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What is anticipatory grief?
Anticipatory grief refers to the feelings of sadness, loss, and emotional turmoil that people may experience before an anticipated loss, such as the death of a loved one. In this post we'll give you ways to support your family through this tough time.
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What is a living will?
A living will, also known as an advance directive, is a document that states your wishes for medical treatment in the event you are unable to make decisions for yourself. In this post, we'll share what needs to be included.
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Lessons from your first parent dying
Losing a parent is a difficult and emotional experience for anyone, and it can be especially challenging for adults who have spent a lifetime with that parent. There are many different emotions that may arise during this time, such as sadness, grief, anger, and guilt. 
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Why everyone needs an end-of-life plan
An end-of-life plan is an important step that everyone should consider taking, as it allows you to have control over your final wishes and ensures that your loved ones are not left without guidance when it comes to making important decisions.
Read More
10 ways you can support grieving employees
Losing a loved one can be one of the most difficult and emotionally trying experiences a person can go through. The pandemic has brought this topic to the forefront with some 72 percent of Americans saying they know someone who has been hospitalized or died from COVID-19.
Read More
Why choosing a medical decision maker is important
Choosing a medical power of attorney (also known as a healthcare proxy or healthcare power of attorney) is an important step in ensuring that your healthcare wishes are respected in the event that you become incapacitated and unable to make decisions for yourself.
Read More
How a death doula can help your family
A death doula, also known as an end-of-life doula, can be an invaluable resource for your family during the end-of-life process. Here's what they do and how you can find one.
Read More
Top resources for those taking bereavement leave
If you or someone you know is currently grieving the loss of a loved one, it can be overwhelming to know where to begin. If you are supporting someone currently grieving, or if you have a colleague who lost someone and is in need of support, here are some things you can recommend they look into (or better yet, offer to look into it for them).
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Which family members should I name as my powers of attorney?
If you have multiple family members who play a key role in your life, it may be challenging to figure out who you should name as the person in charge of your legal, financial, and medical decisions. Enter: powers of attorney.
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Who needs to be included in my end-of-life plan?
Only you know who would be best for the roles included in your end-of-life plan. Learn how to appoint the most important people in your end-of-life or estate plan.
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Power of attorney vs. durable power of attorney
A term often used when discussing estate planning is power of attorney. There are several types of powers of attorney so it can get overwhelming to know and understand each one. Different powers of attorney follow different guidelines and rules. If you’re not sure what power of attorney you should have in place, we will try to clarify this below.
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College grad and parents are ready for anything
Lauren recently graduated college and is preparing herself for the “real world.” She has accepted a position to work in Washington D.C. and will officially be out from under her parent’s care. Lauren is getting ready to move and is talking with her parents about all the details of living on her own.
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You have a will, Is that enough?
When planning for the unexpected you want to make sure you have everything prepared for your loved ones. What’s the best way to do this? What do you need to get in place? Who will execute your plans? A lot of people have had this thought and their remedy is to get a “Will,” but is that enough?
Read More
Is your single parent prepared?
This past year, Rob’s dad, Chad, ran into some health issues and his health started to deteriorate. He is fairly young, 63 years old. A Farewell Plan really hadn’t come across his mind with him being so young. He didn’t have the “healthiest” life dealing with alcohol and opioid addiction.
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The colossal to-do list after a death
When a loved one dies, most people think about the grieving process and the funeral planning details. Should there be a viewing? How do you contact all the family, friends, coworkers, worship groups, weekend run crew, bowling league, etc.?
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When the unexpected happens to your parent
At the age of 54, Cynthia’s father, David, had a stroke as an unfortunate aftereffect of a routine surgery. Thankfully David was still in the hospital when the stroke happened, otherwise the results could have been much more detrimental.
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Do I need a will or a living will?
A useful document when planning for the unexpected is a “Will.” We also hear the term “Living Will.” You may be wondering, what is the difference? A will is a document that gives direction as to what happens with one’s property and assets after death.
Read More
The sandwich generation: being squeezed at both ends
The sandwich generation is the classification given to the middle adult who is balancing the demands of caring for aging parents and caring for their children, all while managing a career of their own. The middle adult can be in their 30’s all the way up to their 60’s if they are a main caretaker for grandchildren or have adult children still living at home.
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Which trusts are best for my family?
A Trust is an estate planning document that illustrates what assets go to your heirs after death. Once you establish a trust, you can appoint a trustee to manage your account and make decisions for the trust. A trustee can be an individual or an institution, such as a law firm.
Read More
Tips on preparing for your death
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Read More
Does your family have cryptocurrency?
Chances are someone in your family has cryptocurrency. Perhaps you have started investing in cryptocurrency yourself. Regardless, you want to know about it and gain a better understanding of cryptocurrency.
Read More
Navigating the loss of a parent
Angie’s family has had a few unexpected tragedies occur over the past couple years. Her dad suddenly passed away in January 2020. Her Father-in-law had Parkinsons and passed away in April 2018. Neither her dad nor father-in-law had all the life documents in place necessary to help prepare for the unexpected.
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Routine surgery results in unexpected loss
A week before his 60th birthday, Ryan’s dad went in for a routine back surgery. Unfortunately, during the surgery recovery, he ran into complications and passed away a few days later. Completely unexpected.
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Stroke at 48 and then cancer
At the age of 48, Neil’s dad had an unexpected stroke that the entire family of 4 kids had never thought about happening. Luckily, Neil’s dad was able to recover and after a few years was back to good health. Or so they thought.
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Expert Interview Series: Nakia Linzie-Shavers of The Gift Life Planning Services
Our Head of Partnerships Gabe Caldwell recently interviewed Nakia Linzie-Shavers, Owner of The Gift Life Planning Services, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Life Planning practice at The Gift, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
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Expert Interview Series: Gayanne Schmid of Schmid Jacobs Law
Our Head of Partnerships Gabe Caldwell recently interviewed Gayanne Schmid, Owner of Schmid Jacobs Law, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Estate Planning practice at Schmid Jacobs Law, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
Read more
What happens to your digital assets after you pass away? A guide to digital estate planning
In this article, we'll explore what digital estate planning is, why it's important, and what steps you can take to ensure that your digital assets are handled properly after you pass away.
Read More
The Millennial Parent: What are the best ways to save for my children's future?
As a millennial parent, you likely have a lot on your plate when it comes to financial planning. Between managing your own finances, saving for retirement, and providing for your children, it can be challenging to know where to start.
Read More
The Millennial Parent: What's the best way to include charitable giving in my estate plan?
As a millennial parent, you likely have a lot on your plate. Between juggling work, family, and personal responsibilities, it can be tough to think about estate planning. However, taking the time to create a comprehensive estate plan is crucial, especially when it comes to charitable giving.
Read More
The Millennial Parent: How can I protect my kids' inheritance from divorce or creditors?
We all know that being a parent comes with a lot of responsibilities, and one of them is making sure that our children are financially secure. But what happens if you get divorced or your creditors come after your assets? How can you protect your kids' inheritance?
Read More
5 reasons people do not need a trust
When it comes to estate planning, trusts can be a useful tool to help manage assets and provide for loved ones after you're gone. However, trusts aren't for everyone, and there are situations where you might not need one.
Read More
What high-net-worth individuals should consider when estate planning
Estate planning is a crucial process that every individual, regardless of their net worth, should consider. However, for high-net-worth individuals, estate planning takes on a whole new level of complexity.
Read More
Financial mistakes families make in end-of-life planning
Learn how to start planning early, consider potential healthcare costs, create a comprehensive estate plan, review and update documents regularly, and consult with professionals when necessary.
Read More
What is a living will?
A living will, also known as an advance directive, is a document that states your wishes for medical treatment in the event you are unable to make decisions for yourself. In this post, we'll share what needs to be included.
Read More
Power of attorney vs. durable power of attorney
A term often used when discussing estate planning is power of attorney. There are several types of powers of attorney so it can get overwhelming to know and understand each one. Different powers of attorney follow different guidelines and rules. If you’re not sure what power of attorney you should have in place, we will try to clarify this below.
Read More
You have a will, Is that enough?
When planning for the unexpected you want to make sure you have everything prepared for your loved ones. What’s the best way to do this? What do you need to get in place? Who will execute your plans? A lot of people have had this thought and their remedy is to get a “Will,” but is that enough?
Read More
Is your single parent prepared?
This past year, Rob’s dad, Chad, ran into some health issues and his health started to deteriorate. He is fairly young, 63 years old. A Farewell Plan really hadn’t come across his mind with him being so young. He didn’t have the “healthiest” life dealing with alcohol and opioid addiction.
Read More
Do I need a will or a living will?
A useful document when planning for the unexpected is a “Will.” We also hear the term “Living Will.” You may be wondering, what is the difference? A will is a document that gives direction as to what happens with one’s property and assets after death.
Read More
Which trusts are best for my family?
A Trust is an estate planning document that illustrates what assets go to your heirs after death. Once you establish a trust, you can appoint a trustee to manage your account and make decisions for the trust. A trustee can be an individual or an institution, such as a law firm.
Read More
Tips on preparing for your death
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Read More
Does your family have cryptocurrency?
Chances are someone in your family has cryptocurrency. Perhaps you have started investing in cryptocurrency yourself. Regardless, you want to know about it and gain a better understanding of cryptocurrency.
Read More
The role of life insurance in estate planning
Estate planning is a critical part of ensuring that your assets are distributed according to your wishes after you pass away. Let's explore the role of life insurance in estate planning and why it's an important consideration for anyone who wants to protect their family's financial future.
Read More
What happens to your digital assets after you pass away? A guide to digital estate planning
In this article, we'll explore what digital estate planning is, why it's important, and what steps you can take to ensure that your digital assets are handled properly after you pass away.
Read More
30 estate planning keywords you need to know
Estate planning is a critical process that everyone should undertake to ensure their assets are distributed according to their wishes upon their passing. Here we will explore 30 estate planning vocabulary words and their definitions.
Read More
What happens if you die without a Will? Understanding intestate succession
No one likes to think about their own death, but it's important to plan for the future by creating a will. A will is a legal document that outlines your wishes for how your property and assets will be distributed after your death. However, if you die without a will, your property will be distributed according to intestate succession laws.
Read More
The importance of updating your estate plan after major life changes
Estate planning is an ongoing process, not a one-time event. As life changes, so do your goals and priorities. It's important to periodically review and update your estate plan to ensure it reflects your current wishes and circumstances. One of the most important times to update your estate plan is after major life changes.
Read More
What are the top 3 things that families have that may require a trust?
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network. This question is answered by Chris Jeter who is a founding partner of MJC Attorneys.
Read More
The Millennial Parent: How often should I update my estate plan?
Creating an estate plan is an important step in ensuring that your assets and affairs are properly managed and distributed after you pass away. However, creating an estate plan is not a one-and-done process.
Read More
Where to begin with estate planning
Estate planning is an important task that can help ensure your loved ones are taken care of and your assets are protected after you pass away. In this post, we’ll provide tips and advice to help you get started.
Read More
What is a trust and should I have one?
This post is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network. This question is answered by Chris Jeter who is a founding partner of MJC Attorneys.
Read More
The pros and cons of joint tenancy in estate planning
Estate planning is a crucial aspect of financial planning, and one of the most common methods of property ownership is joint tenancy. Joint tenancy is a form of ownership where two or more individuals own equal shares of a property.
Read More
10 common estate planning mistakes and how to avoid them
Talking with our partners, we have heard stories of countless individuals making the same mistakes when it comes to estate planning. Unfortunately, these mistakes can lead to significant problems down the road for both the individual and their loved ones.
Read More
5 reasons people do not need a trust
When it comes to estate planning, trusts can be a useful tool to help manage assets and provide for loved ones after you're gone. However, trusts aren't for everyone, and there are situations where you might not need one.
Read More
What inventory and assets should I include in my estate plan?
One of the most common questions we receive from Addio families is, "What inventory and assets should I include in my estate plan?" It's a great question and an important one to consider when creating an estate plan that will ensure your assets are distributed according to your wishes.
Read More
The Millennial Parent: How do I find an estate planner for my family?
As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future.
Read More
What are popular times people create an estate plan?
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Read More
What to consider when choosing the executor of your will
Estate planning is an important step for anyone who wants to ensure that their assets are distributed according to their wishes after they pass away. However, one crucial aspect of estate planning that is often overlooked is choosing an executor for your will.
Read More
What would happen if I don't have a plan in place?
This post is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Read More
How to choose the right estate planning attorney for your family
Estate planning can be complex, which is why it's important to have an experienced estate planning attorney on your side. Here are some tips for choosing the right estate planning attorney for your family.
Read More
What is probate?
Probate can be a long and expensive process. By making a few adjustments now, your family can avoid probate and ensure that your assets are distributed according to your wishes.
Read More
What is an estate plan and why do I need one?
This post is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Read More
How to minimize estate taxes for your family with proper planning
Estate taxes can be a significant burden for your family. With proper planning, however, you can minimize the amount of taxes your family will have to pay and ensure that they receive more of your hard-earned assets.
Read More
How to setup a guardianship for your children
As a parent, ensuring that your children are well taken care of is a top priority. In this post, we'll walk you through how to set up a guardianship for them.
Read More
What is a living will?
A living will, also known as an advance directive, is a document that states your wishes for medical treatment in the event you are unable to make decisions for yourself. In this post, we'll share what needs to be included.
Read More
Why everyone needs an end-of-life plan
An end-of-life plan is an important step that everyone should consider taking, as it allows you to have control over your final wishes and ensures that your loved ones are not left without guidance when it comes to making important decisions.
Read More
10 ways you can support grieving employees
Losing a loved one can be one of the most difficult and emotionally trying experiences a person can go through. The pandemic has brought this topic to the forefront with some 72 percent of Americans saying they know someone who has been hospitalized or died from COVID-19.
Read More
Why choosing a medical decision maker is important
Choosing a medical power of attorney (also known as a healthcare proxy or healthcare power of attorney) is an important step in ensuring that your healthcare wishes are respected in the event that you become incapacitated and unable to make decisions for yourself.
Read More
Top resources for those taking bereavement leave
If you or someone you know is currently grieving the loss of a loved one, it can be overwhelming to know where to begin. If you are supporting someone currently grieving, or if you have a colleague who lost someone and is in need of support, here are some things you can recommend they look into (or better yet, offer to look into it for them).
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Which family members should I name as my powers of attorney?
If you have multiple family members who play a key role in your life, it may be challenging to figure out who you should name as the person in charge of your legal, financial, and medical decisions. Enter: powers of attorney.
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Who needs to be included in my end-of-life plan?
Only you know who would be best for the roles included in your end-of-life plan. Learn how to appoint the most important people in your end-of-life or estate plan.
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Power of attorney vs. durable power of attorney
A term often used when discussing estate planning is power of attorney. There are several types of powers of attorney so it can get overwhelming to know and understand each one. Different powers of attorney follow different guidelines and rules. If you’re not sure what power of attorney you should have in place, we will try to clarify this below.
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You have a will, Is that enough?
When planning for the unexpected you want to make sure you have everything prepared for your loved ones. What’s the best way to do this? What do you need to get in place? Who will execute your plans? A lot of people have had this thought and their remedy is to get a “Will,” but is that enough?
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The colossal to-do list after a death
When a loved one dies, most people think about the grieving process and the funeral planning details. Should there be a viewing? How do you contact all the family, friends, coworkers, worship groups, weekend run crew, bowling league, etc.?
Read More
Do I need a will or a living will?
A useful document when planning for the unexpected is a “Will.” We also hear the term “Living Will.” You may be wondering, what is the difference? A will is a document that gives direction as to what happens with one’s property and assets after death.
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Which trusts are best for my family?
A Trust is an estate planning document that illustrates what assets go to your heirs after death. Once you establish a trust, you can appoint a trustee to manage your account and make decisions for the trust. A trustee can be an individual or an institution, such as a law firm.
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Tips on preparing for your death
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Read More
The role of palliative care in end-of-life planning and care
End-of-life planning is a crucial aspect of life that everyone should consider. Although it can be a difficult and emotional topic to discuss, planning for the end of life can help ensure that an individual's wishes are respected and that they receive the care they need when they need it.
Read More
Navigating end-of-life decisions for a loved one with dementia
When a loved one is diagnosed with dementia, it can be a challenging time for everyone involved. As the disease progresses, it can become increasingly difficult to make decisions about end-of-life care. It's important to approach these decisions with empathy and understanding, and to ensure that your loved one's wishes are respected.
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Caring for your pets after you're gone: including them in your estate plan
Pets are more than just animals – they are cherished members of our families, and for many of us, they are like our children. We love them, care for them, and want to make sure they are well taken care of even after we are gone. But have you ever considered what will happen to your furry friend when you pass away?
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Understanding hospice care: what it is and how it can help families
As we age, our health can take a turn for the worse, and we may find ourselves in need of medical care that is more focused on our comfort and quality of life rather than a cure. This is where hospice care comes in.
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The Millennial Parent: How can I plan for the care of my special needs child?
As a parent of a special needs child, planning for their care and future can be an overwhelming and daunting task. However, with proper planning, you can ensure that your child will have the necessary resources to live a fulfilling life.
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What is an ethical will?
While traditional wills help distribute your material possessions after your death, an ethical will is a document that outlines your personal values, beliefs, and life lessons to pass on to future generations.
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The Millennial Parent: How do I find an estate planner for my family?
As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future.
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Coping with grief and loss: resources for families
For families coping with grief and loss, there are many resources available to help navigate the difficult journey of grief. Check out this blog post for a list.
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Tips for young parents: money and end-of-life planning
As a young couple with kids, it's easy to get caught up in the day-to-day routine of life and forget about the future. However, planning for the financial aspects of end-of-life care is a critical aspect of protecting your family's financial well-being.
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10 tips on talking to children about death
Losing a loved one is a difficult experience for anyone, but it can be particularly challenging for young children. In this article, we'll give you some tips on how to navigate that conversation.
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How to support a friend whose parent died
Losing a parent is one of the most devastating experiences a person can go through. If someone you know has recently lost a parent, here are some ways you can be supportive.
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How to talk to your parents about their estate plan
Learn how to approach the sensitive topic of estate planning with empathy and care.
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How to talk to your family about your end-of-life plans
Death and dying are topics that many people find uncomfortable or even taboo to discuss. However, it's essential to have these conversations with your family, especially as you get older and start thinking about your end-of-life plan.
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How to support a grieving partner
The loss of a parent is one of the most profound and difficult experiences that a person can go through. When your spouse loses a parent, it's not only a difficult time for them, but it can also impact you as their partner. You may feel overwhelmed and unsure of how to best support your spouse during this time of grief. It's normal to feel unsure of how to proceed, and it's essential to know that everyone grieves differently.
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Death doulas are not just for the dying
Losing a loved one can be an incredibly difficult and emotional experience for everyone involved. For the family members left behind, dealing with the grief and loss can be overwhelming and exhausting. That's where a death doula can step in to offer support, comfort, and guidance during this challenging time.
Read More
How to talk to your parent about moving into assisted living
It can be a difficult and emotional decision to talk to your parent about moving them into an assisted living facility. However, there are ways to approach this conversation that can make it easier for both you and them. In this post, we will provide you with some advice on how to start this conversation and things to consider when making this decision.
Read More
What is anticipatory grief?
Anticipatory grief refers to the feelings of sadness, loss, and emotional turmoil that people may experience before an anticipated loss, such as the death of a loved one. In this post we'll give you ways to support your family through this tough time.
Read More
Lessons from your first parent dying
Losing a parent is a difficult and emotional experience for anyone, and it can be especially challenging for adults who have spent a lifetime with that parent. There are many different emotions that may arise during this time, such as sadness, grief, anger, and guilt. 
Read More
How a death doula can help your family
A death doula, also known as an end-of-life doula, can be an invaluable resource for your family during the end-of-life process. Here's what they do and how you can find one.
Read More
Which family members should I name as my powers of attorney?
If you have multiple family members who play a key role in your life, it may be challenging to figure out who you should name as the person in charge of your legal, financial, and medical decisions. Enter: powers of attorney.
Read More
Who needs to be included in my end-of-life plan?
Only you know who would be best for the roles included in your end-of-life plan. Learn how to appoint the most important people in your end-of-life or estate plan.
Read More
College grad and parents are ready for anything
Lauren recently graduated college and is preparing herself for the “real world.” She has accepted a position to work in Washington D.C. and will officially be out from under her parent’s care. Lauren is getting ready to move and is talking with her parents about all the details of living on her own.
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Is your single parent prepared?
This past year, Rob’s dad, Chad, ran into some health issues and his health started to deteriorate. He is fairly young, 63 years old. A Farewell Plan really hadn’t come across his mind with him being so young. He didn’t have the “healthiest” life dealing with alcohol and opioid addiction.
Read More
The colossal to-do list after a death
When a loved one dies, most people think about the grieving process and the funeral planning details. Should there be a viewing? How do you contact all the family, friends, coworkers, worship groups, weekend run crew, bowling league, etc.?
Read More
When the unexpected happens to your parent
At the age of 54, Cynthia’s father, David, had a stroke as an unfortunate aftereffect of a routine surgery. Thankfully David was still in the hospital when the stroke happened, otherwise the results could have been much more detrimental.
Read More
The sandwich generation: being squeezed at both ends
The sandwich generation is the classification given to the middle adult who is balancing the demands of caring for aging parents and caring for their children, all while managing a career of their own. The middle adult can be in their 30’s all the way up to their 60’s if they are a main caretaker for grandchildren or have adult children still living at home.
Read More
Navigating the loss of a parent
Angie’s family has had a few unexpected tragedies occur over the past couple years. Her dad suddenly passed away in January 2020. Her Father-in-law had Parkinsons and passed away in April 2018. Neither her dad nor father-in-law had all the life documents in place necessary to help prepare for the unexpected.
Read More
Routine surgery results in unexpected loss
A week before his 60th birthday, Ryan’s dad went in for a routine back surgery. Unfortunately, during the surgery recovery, he ran into complications and passed away a few days later. Completely unexpected.
Read More
Stroke at 48 and then cancer
At the age of 48, Neil’s dad had an unexpected stroke that the entire family of 4 kids had never thought about happening. Luckily, Neil’s dad was able to recover and after a few years was back to good health. Or so they thought.
Read More
The importance of a personal legacy letter in your estate plan
When you think of estate planning, you may immediately think of wills, trusts, and other legal documents that ensure your assets are distributed according to your wishes after you pass away. While these documents are certainly important, there's another aspect of estate planning that is often overlooked: the personal legacy letter.
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How to plan an eco-friendly funeral
Death is an unavoidable fact of life, and while it's not something that most of us like to think about, it is something that we all need to plan for. And if you're someone who cares about the environment, it's important to consider how your final goodbye can impact the planet.
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Making funeral arrangements: a step-by-step guide
Losing a loved one is one of the most difficult things we can experience in life. Not only do we have to deal with the emotional pain, but we also have to navigate the practicalities of arranging a funeral. It can be overwhelming and confusing, especially if you've never had to do it before. That's why we've put together this step-by-step guide to help you through the process.
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Best books on end-of-life planning
If you are looking for resources to help you with end-of-life planning, books are a great place to start.Here are some of the best books on end-of-life planning that you can read to get started.
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Coping with grief and loss: resources for families
For families coping with grief and loss, there are many resources available to help navigate the difficult journey of grief. Check out this blog post for a list.
Read More
The benefits of pre-planning your own funeral
Death is a subject that most people tend to avoid. We don't like to think about it, let alone plan for it. However, planning your own funeral is an important step that can provide peace of mind for you and your loved ones.
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How to maximize bereavement leave
Losing a loved one is one of the most difficult experiences a person can go through. If you find yourself in need of bereavement leave, there are a few ways you can maximize your time off and make the most of your grieving process.
Read More
Death doulas are not just for the dying
Losing a loved one can be an incredibly difficult and emotional experience for everyone involved. For the family members left behind, dealing with the grief and loss can be overwhelming and exhausting. That's where a death doula can step in to offer support, comfort, and guidance during this challenging time.
Read More
What is anticipatory grief?
Anticipatory grief refers to the feelings of sadness, loss, and emotional turmoil that people may experience before an anticipated loss, such as the death of a loved one. In this post we'll give you ways to support your family through this tough time.
Read More
Lessons from your first parent dying
Losing a parent is a difficult and emotional experience for anyone, and it can be especially challenging for adults who have spent a lifetime with that parent. There are many different emotions that may arise during this time, such as sadness, grief, anger, and guilt. 
Read More
How a death doula can help your family
A death doula, also known as an end-of-life doula, can be an invaluable resource for your family during the end-of-life process. Here's what they do and how you can find one.
Read More
Top resources for those taking bereavement leave
If you or someone you know is currently grieving the loss of a loved one, it can be overwhelming to know where to begin. If you are supporting someone currently grieving, or if you have a colleague who lost someone and is in need of support, here are some things you can recommend they look into (or better yet, offer to look into it for them).
Read More
College grad and parents are ready for anything
Lauren recently graduated college and is preparing herself for the “real world.” She has accepted a position to work in Washington D.C. and will officially be out from under her parent’s care. Lauren is getting ready to move and is talking with her parents about all the details of living on her own.
Read More
The sandwich generation: being squeezed at both ends
The sandwich generation is the classification given to the middle adult who is balancing the demands of caring for aging parents and caring for their children, all while managing a career of their own. The middle adult can be in their 30’s all the way up to their 60’s if they are a main caretaker for grandchildren or have adult children still living at home.
Read More
Tips on preparing for your death
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Read More
Navigating the loss of a parent
Angie’s family has had a few unexpected tragedies occur over the past couple years. Her dad suddenly passed away in January 2020. Her Father-in-law had Parkinsons and passed away in April 2018. Neither her dad nor father-in-law had all the life documents in place necessary to help prepare for the unexpected.
Read More
The role of palliative care in end-of-life planning and care
End-of-life planning is a crucial aspect of life that everyone should consider. Although it can be a difficult and emotional topic to discuss, planning for the end of life can help ensure that an individual's wishes are respected and that they receive the care they need when they need it.
Read More
End-of-life planning for solo seniors: how to ensure you're not alone in your final days
End-of-life planning is crucial for anyone, but it's particularly important for seniors who are aging alone without a partner or close family members. If you're a solo senior, you may worry about what will happen to you in your final days and who will be there to care for you. But with the right planning and support, you can ensure that you're not alone at the end of your life.
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What should I include in my advance care directive?
Creating an advance care directive, also known as a living will or advance healthcare directive, is an important step in ensuring that your healthcare wishes are respected in the event that you are no longer able to make decisions for yourself.
Read More
How to talk to your parent about moving into assisted living
It can be a difficult and emotional decision to talk to your parent about moving them into an assisted living facility. However, there are ways to approach this conversation that can make it easier for both you and them. In this post, we will provide you with some advice on how to start this conversation and things to consider when making this decision.
Read More
10 ways you can support grieving employees
Losing a loved one can be one of the most difficult and emotionally trying experiences a person can go through. The pandemic has brought this topic to the forefront with some 72 percent of Americans saying they know someone who has been hospitalized or died from COVID-19.
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Why choosing a medical decision maker is important
Choosing a medical power of attorney (also known as a healthcare proxy or healthcare power of attorney) is an important step in ensuring that your healthcare wishes are respected in the event that you become incapacitated and unable to make decisions for yourself.
Read More
When the unexpected happens to your parent
At the age of 54, Cynthia’s father, David, had a stroke as an unfortunate aftereffect of a routine surgery. Thankfully David was still in the hospital when the stroke happened, otherwise the results could have been much more detrimental.
Read More
Routine surgery results in unexpected loss
A week before his 60th birthday, Ryan’s dad went in for a routine back surgery. Unfortunately, during the surgery recovery, he ran into complications and passed away a few days later. Completely unexpected.
Read More
Stroke at 48 and then cancer
At the age of 48, Neil’s dad had an unexpected stroke that the entire family of 4 kids had never thought about happening. Luckily, Neil’s dad was able to recover and after a few years was back to good health. Or so they thought.
Read More
Expert Interview Series: Nakia Linzie-Shavers of The Gift Life Planning Services
Our Head of Partnerships Gabe Caldwell recently interviewed Nakia Linzie-Shavers, Owner of The Gift Life Planning Services, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Life Planning practice at The Gift, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
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Expert Interview Series: Gayanne Schmid of Schmid Jacobs Law
Our Head of Partnerships Gabe Caldwell recently interviewed Gayanne Schmid, Owner of Schmid Jacobs Law, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Estate Planning practice at Schmid Jacobs Law, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
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