Plan the Course

Being named as someone's trusted person is more than having your name on a document.

It may mean making decisions, locating information, contacting family members, or carrying out someone's wishes when they cannot do it themselves.

If you've been given an important role, don't wait until a difficult moment to understand it. Have the conversation now.

Visit planthecourse.com for practical resources created for veterans and military families.

Who speaks for you if your first choice can't?

A Healthcare POA can include a primary agent and an alternate, giving veterans a backup when medical decisions need to be made.

The key is clear authority...not more confusion.

📖 Read: Can You Appoint More Than One Healthcare Agent?

👉 Learn more and access planning resources at planthecourse.com

A new generation can change how you think about the future.

What do you want to leave behind?
Who should benefit from what you've built?
Are your current decisions still right for your growing family?

Legacy isn't only about what you own. It's about being intentional with what comes next.

Visit planthecourse.com for practical resources created for veterans and military families.

A new marriage or blended family can bring a fresh start—and new responsibilities.

Beneficiaries, property, insurance, and other important decisions made years ago may not reflect the family you have today.

Use major family changes as a reason to review what still fits and what may need attention.

Visit planthecourse.com for practical resources created for veterans and military families.

The family cabin may hold great memories—but who will own it after the next generation?

Vacation homes, hunting land, and other shared properties can become heirs’ property when ownership passes without a clear plan.

Planning now can help protect both the property and family relationships.

📖 Read: Can Vacation Homes Become Heirs’ Property?

👉 Learn more and access planning resources at planthecourse.com

Who pays the bills?

Who knows the insurance details?

Who has the important contact information?

In many households, one person carries most of that knowledge. That works, until that person isn’t available.

Make sure the right people know enough to keep things moving when needed.

Visit planthecourse.com for practical resources created for veterans and military families.

Dividing household responsibilities makes sense. Having only one person understand them can create problems when life changes unexpectedly.

Take time to make sure your spouse or another trusted person understands the basics of your household finances and knows where to begin if they ever need to step in.

It’s a simple conversation that can make a difficult moment easier to manage.

Visit planthecourse.com for practical resources created for veterans and military families.

Your funeral plan can explain your wishes. Your legacy letter can explain what mattered to you.

Write down the stories, lessons, family history, and encouragement you want future generations to carry with them.

📖 Read: Creating a Personal Legacy Letter Alongside Your Funeral Plan

👉 Learn more and access planning resources at planthecourse.com

New address. New marriage. New child. Retirement. Career change.

Life can change quickly, but important records are often left exactly as they were.

Taking time to review what still reflects your current life can prevent outdated information from creating problems later.

Visit planthecourse.com for practical resources created for veterans and military families.

Building a business after military service can create income, opportunity, and something meaningful to pass forward.

But if one person holds all the knowledge, the family may be left with difficult questions when that person is unavailable.

Think beyond running the business today. Make sure the people who matter understand what happens next.

Visit planthecourse.com for practical resources created for veterans and military families.