Category Archives: Estate Planning

Estate Planning, Financial Advocate, Financial Planning, Financially Organized

It Happens to All of Us, But Most of Us Don’t Plan For It

Posted on by Marie Burns
couple at laptop
04
Feb

What are the odds of getting hit by a bus? 1 in 495,000. Not happening to me, right? But what are the odds that you’re going to die someday? Exactly. Yet only 40% of us put any documents in place about what we want to happen when we die. I always say this topic is…

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Estate Planning, Financial Planning

Gathering Our Family Around Us

Posted on by Marie Burns
family gathered around table
23
Nov

“Just like we often have our family around us at the dinner table, Thanksgiving and other holidays, or in times of need, we also should think about having a financial family around us too.” Talking around the dinner table as a young girl is where I heard the story of my grandma Helen’s first husband….

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Estate Planning, Financial Planning

Who Gets What When You’re Gone?

Posted on by Marie Burns
older couple computer
05
Nov

The sooner you communicate your wishes, the less stress and potentially broken relationships there will be in the end. When one of my nieces was just a little thing, maybe 4 or 5 years old, she saw a spoon rack on her grandmother’s wall (my mother-in-law). It is one of those wooden shelves that hold…

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Estate Planning, Financial Advocate, Financial Planning

Are You Expecting Your Man to Be Your Financial Plan?

Posted on by Marie Burns
Are-You-Expecting-Your-Man-to-Be-Your-Financial-Plan
26
Oct

What does money mean to you? If you had to choose one word to describe what money means to you, what would that word be? Survival, security, love, power, independence, or something else? Whatever word you identified is the result of years of experiences, beginning in your childhood. These experiences have shaped your money personality…

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Estate Planning, Financial Advocate, Financial Planning

Three Ways to Leave a Legacy, Not a Mess!

Posted on by Marie Burns
leave a legacy couple
24
Sep

When we hear the term “legacy” we often think of leaving millions of dollars to heirs, so most of us decide “well, that sure doesn’t apply to me!” and we stop thinking about it. However, the word legacy simply refers to passing something from one generation to the next, but it does not have to…

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Estate Planning, Financial Advocate, Financial Planning

“To Each His Own”

Posted on by Marie Burns
Financial Power of Attorney
30
Aug

A Frustrating Requirement You Need to Understand We head to the pantry this month in our Financial Open House tour, and if you are like me, you have a place for everything. Your pantry is organized the way you like it therefore you don’t really think much about it until you need to go in…

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Estate Planning, Financial Planning

What’s in a Name?

Posted on by Marie Burns
older couple doing paperwork
21
Jul

Be sure yours is correct! Let’s talk about your name. You may love your name, or think it’s just okay, or wish you had a different name, and these days, you can legally change your name if you want. BUT that’s not really the name that we need to make sure we get correct. I…

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Estate Planning, Financial Advocate, Financial Planning

I Wish I Would Have…

Posted on by Marie Burns
I wish I would have Mind Money Motion june blog everplans
01
Jun

Are you a list maker? Or do you use them to help you move forward and stay organized, even if you don’t really like making lists? One of the most common To-Dos on our “list” as we get older, whether it is written down or in our head, is the matter of taking action on…

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Caregiver, Estate Planning, Financial Planning

It’s Your Turn

Posted on by Marie Burns
Happy old couple smiling in a park on a sunny day
05
May

Let’s Turn the Tables… Remember as a child how your parents helped you with anything and everything? From the time you got up in the morning, made your bed, ate some breakfast and started the rest of your day, one or both of your parents probably helped you with every task of the morning. These…

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Estate Planning, Financial Planning

A Month to Remember

Posted on by Marie Burns
relaxing Mind Money Motion
06
Apr

The decisions we make now will impact us in the future… Quarantine. Lockdown. Shelter in Place. Social Distancing. COVID-19. Whoever heard of these terms before or even knew what they meant let alone were intentionally living them every day until now!?! None of us will ever have another Spring, April, Easter, or second quarter of…

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