Five Steps for Creating a Digital Estate Plan
If you want to make sure your digital property can…
Leaving a Legacy
Throughout your life, you’ve worked hard to build and protect…
Special Needs Planning
The goal of special needs planning is to ensure that…
Optimizing Social Security
Commonly used to complement other retirement planning strategies, Social Security…
Multigenerational Planning
Multigenerational planning ensures that the distinct financial complexities facing each…
Personal Finance Scorecard
How do you score on personal finance preparedness? It’s good…
Safeguard Your Family’s Financial Security: Plan Now for Incapacity
Life happens and being prepared for the unexpected can ensure…
Financial Inventory Worksheet
Copper Leaf Financial has created this worksheet to assist estate…
Survivor Checklist: What to Do After the Death of a Loved One
Having to deal with the death of a loved one…
Planning for Incapacity – What Are Your Options?
This document outlines your options for managing finances in the…
