Estate Planning

27 Apr

Cleaning & Greening

You can take control no matter your stage of life!

Have you heard of Swedish death cleaning? It’s not about finding out what items “sparks joy” but rather making sure we’re not leaving a mess behind for those we love. Surprisingly, doing this can lead to treasures and experiences to be enjoyed now!

We also got into the nitty gritty of the green end-of-life options, what you can do about it now, and why you may want to reconsider what you think you know about your choices.

Disclaimer: We are not lawyers, and this shouldn’t be taken as legal advice. And remember that we’re usually referring to how things are in BC, Canada, so things might be different where you are.

Watch the entire event

“Cleaning” Video Clips:

Definition of Swedish Death Cleaning

Giving instead of Keeping

Reframing the Difficult Discussions

Who would be better served by this?

Things with emotional or financial value

“Greening” Video Clips:

Why cremation is not greener than burial

What is green burial?

Ways to green your cremation

Alkaline Hydrolysis aka water-based cremation

Ask for Options

Why is Alkaline Hydrolysis not yet legal in BC?

Additional Resources:

31 Mar

Legacy

How do you want to be remembered?

This was more of a workshop, so while we have provided some short video clips, we’d encourage you to watch the entire event to get the real value out of the information. We promise you’ll leave feeling accomplished and inspired!

Disclaimer: We are not lawyers, and this shouldn’t be taken as legal advice. And remember that we’re usually referring to how things are in BC, Canada, so things might be different where you are.

Watch the entire event

Video Clips:

You ARE Leaving a Legacy

Definition of Legacy

But I Don't HAVE Lots of Money to Leave

Intention Behind Money

How Your Absence Affects People/Places/Things

3 Simple Questions

EOL Love Letter

Allan Financial's Legacy

Additional Resources:

  • Julia Chung of Spring Planning Inc – Financial Planning Advice / Retirement Planning
  • Willow – Free 5-minute Legacy Love Letter worksheet
02 Dec

I’m Dead Now What – 101

Welcome to “I’m Dead, Now What?”

For something with a 100% likelihood, most of us don’t do a great job of planning for death.

We’re running this series to explore life transitions, death, and how to plan for the inevitable.

I’m Dead, Now What features Christa Ovenell, aka Death’s Apprentice. Christa is a licensed funeral director and a certified Elder Planning Counsellor, specializing in end-of-life education and planning. You can catch her monthly on CBC’s North by Northwest.

Christa and Danielle

“Most of us will spend significantly more time researching which phone to buy than contemplating any element of our own advanced care or transition planning.

Do you know the simple steps you need to take to get your affairs in order?

It’s remarkably easy, incredibly empowering, and trust me: being ready is the biggest gift you can ever give.” ~ Christa Ovenell

Our first event focused on the legal basics – the what and why of:

  • Wills
  • Powers of Attorney
  • Representation Agreements

Disclaimer: We are not lawyers, and this shouldn’t be taken as legal advice. We know some great lawyers (recommendations below) if you want to follow up with them and get specific direction. And remember that we’re usually referring to how things are in BC, Canada, so things might be different where you are.

Feel free to click through the individual topics to learn more. The full recording is also below.

Video Clips:

Summary of the 3 Legal Basics

Representation Agreements

Powers of Attorney

Wills

“I don’t own anything of much value”

“I’m too young to need this!”

Watch the entire event.

(includes info on what if you expect to inherit someday; what’s the bare minimum you should do; online platforms to do this yourself; what are “funeral wishes” anyway; what is a co-executor; I’ve moved; rush to cremation; etc.)

Additional Resources:

Online wills, powers of attorney, and representation agreements, including discount codes for you! (Simple, legal, and under $250, so no excuse not to do it.)

  • LegalWills.ca – any product is 20% off by using code “deathsapprentice” at checkout
  • Willful.co – any product is 20% off by using code “ALLANFINANCIAL20” at checkout

Local lawyers who specialize in simple estate plans and price accordingly –