Tag Archives: Practical Tips



Our Weekly Tip: Writing an Ethical Will or Heart Will

Leaving a written record of your values and beliefs

Our Tip of the Week:  A testamentary will — the type of will with which most people are familiar — is a legal document clarifying your intentions regarding the distribution of your property and the care of any minor children … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , , , | Leave a comment



Our Weekly Tip: Understanding the Role of Executor of a Will

The executor's roles and responsibilities

Our Tip of the Week: A will is a personal statement clarifying your intentions about the distribution of your assets after your death. A will contains instructions for the executor of your will, who has the legal responsibility of administering your estate. If … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , | Leave a comment



Our Weekly Tip: Use A Checklist of Priorities When Someone Dies

Use the SevenPonds checklist to keep track of logistics and paperwork

Our Tip of the Week: Even when a death is expected, the moments and days following a loved one’s passing are often experienced in a fog-like, altered state. Keeping track of the necessary paperwork and logistical matters required of you … Continue reading

Posted in Practical Tips | Tagged , , , , , , , | Leave a comment

Our Weekly Tip: Provide for Aging Parents in the Event of Your Death

Don't assume that your parents will be the first to die

Our Tip of the Week: As the baby boomer population ages, many people in their 60s are caring for elderly parents in their homes. They provide financial assistance, help with daily activities, run errands, consult with healthcare providers and generally assist … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , , | Leave a comment



Our Weekly Tip: If You’re Grieving, Try Massage Therapy

A weekly hand or foot massage helps people cope with grief

Our Tip of The Week:  Touch can be an incredibly effective tool for people who need a sense of grounding and connection as they deal with grief. Dr. Berit S. Cronfalk, one of a team of researchers who carried out a … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , | 1 Comment



Our Weekly Tip: Designating Beneficiaries To Take Care Of Your Assets

Plan ahead for the distribution of your assets after your death

Our Tip of The Week: Most retirement plans, annuities and life insurance policies let you designate beneficiaries who will take control of your assets after you’re gone. By designating beneficiaries, your estate will not have to go through probate — … Continue reading

Posted in Practical Tips | Tagged , , , , , , , , , , , , | Leave a comment