Planning with Purpose

Episode Summary: In this episode of Planning with Purpose, host Evan Mack sits down with Attorney Deb Bess Morneau from Courteous Law, PC, in Henniker, New Hampshire, to delve into the intricacies of powers of attorney and health care directives. Deb explains the significance of these documents in managing financial and medical decisions when individuals are unable to do so themselves. She highlig...

Episode Summary: In this episode of Planning with Purpose, Attorney Deb Bess Morneau from Courteous Law, PC, in Hennaker, New Hampshire, joins host Evan Mack to discuss the legal implications of dying without a will in New Hampshire. Deb explains the intestate succession laws, highlighting scenarios where assets are distributed according to state statutes rather than personal wishes. She emphasize...

Episode Summary: In this episode of *Planning with Purpose* Deb Morneau discusses the importance of having honest conversations about death and how planning ahead can bring clarity and peace to your loved ones. Deb shares insights on why early discussions about end-of-life preferences can make difficult times easier for families, reassuring them that their wishes will be followed. She also highlig...

Episode Summary: In this episode of *Planning with Purpose* Deb Morneau from Courteous Law PC delves into the importance of properly funding a trust for ultimate peace of mind. Deb explains how funding a trust is akin to placing assets in a basket to seamlessly pass them on to heirs, avoiding probate. She emphasizes the significance of including assets like houses, bank accounts, vehicles, and var...

Episode Summary: In this episode of *Planning with Purpose*, attorney Deb Morneau explains the probate process in New Hampshire, highlighting the timeline, complexities, and stress it can bring to families. She emphasizes the importance of simple planning choices to ease the burden on loved ones and streamline the distribution of assets. Key Timestamps: 00:00 – Introduction 01:30 – Probate Process...

Episode Summary: Attorney Deb Morneau, of Courteous Law, PC, breaks down the differences between wills and trusts in plain English. A will dictates asset distribution and management after death, while a revocable trust can bypass probate, offering smoother transitions for families. Deb shares real-life examples highlighting the importance of proper estate planning for loved ones left behind. Key T...