Let’s face it. No one wants to talk about dying, funerals, and wills. It’s not exactly a light-hearted conversation facing your own mortality or a comfortable one to have with your family. 

However, we need to tackle these things head on (#adulting). It makes your loved ones’ lives easier when your last wishes are clearly and legally laid out.

It’s also overwhelming to think about all the nitty gritty details of how to put together your wishes. Thankfully, there are professionals who can help with the heavy lifting.

As we flip the calendar into the second half of 2022 already, it is a perfect time to review our financial priorities and make sure we have ourselves organized and on track at the midpoint. 

With the global pandemic becoming part of our everyday lives, conversations involving healthcare proxies, or last will and testaments have become more common. This may certainly lend itself to a broader conversation around what really are the most important documents one should have in place for ourselves and our family. 

You know the feeling. You have a great idea about what to do with your money. It makes so much sense that you figure your partner will have to agree, so you share it with them and await their inevitable delight. You stand ready to receive appreciation for how you just made your lives a little better. Instead, they look at you like you have two heads and both of them are crazy.