Planning with Purpose

By planningwithpurpose

*Planning with Purpose* focuses on providing clarity, peace of mind, and practical solutions through thoughtful estate planning. Attorney Deb Morneau has over two decades of experience in helping f

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FAQs about Planning with Purpose:

How many episodes does Planning with Purpose have?

The podcast currently has 6 episodes available.

Planning with Purpose episodes:

June 26, 2026 Power of Attorney and Health Care Directives: The Documents Every Adult Should Have
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 highlights the differences between financial powers of attorney and health care directives, emphasizing the importance of appointing the right person to make decisions on one's behalf. Deb shares real-life examples, including her personal experience with guardianship, to illustrate the potential challenges of not having these documents in place. The episode provides listeners with practical advice on how to establish and update these critical documents, ensuring peace of mind and clarity for families. Whether you're planning for the future or navigating current challenges, this episode offers valuable insights into safeguarding your wishes and supporting your loved ones.
Key Timestamps:
00:01 – Introduction
00:22 – Importance of Powers of Attorney
00:32 – What is a Financial Power of Attorney?
01:21 – Differences Between Financial and Health Care Directives
02:05 – How Directives Work When Incapacitated
03:14 – Choosing the Right Person for Decisions
04:46 – Unexpected Powers of Attorney Capabilities
06:00 – Consequences of Not Having Documents
07:38 – Importance of Updating Documents
09:00 – Getting Started with Legal Documents
09:41 – Steps to Make Documents Effective
About the Show:
Planning with Purpose is a podcast dedicated to helping individuals and families navigate the complexities of estate planning and legal documentation. Hosted by knowledgeable professionals, the show covers essential topics such as wills, trusts, powers of attorney, and health care directives. With a focus on clarity and practical advice, each episode aims to empower listeners to make informed decisions about their future. Whether you're planning for yourself or a loved one, Planning with Purpose provides the insights and guidance needed to ensure your wishes are respected and your assets protected.
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11min
May 29, 2026 What Happens If You Die Without a Will in New Hampshire
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 emphasizes the importance of estate planning to avoid probate complications and ensure that assets are distributed according to one's desires. The discussion covers the nuances of inheritance in blended families, the role of an executor, and the challenges of locating assets without a will. Deb also shares practical advice on how to ensure that certain assets pass outside of probate and the pitfalls of relying on AI-generated wills. This episode provides valuable insights for anyone looking to secure their estate and protect their loved ones from legal uncertainties.
Key Timestamps:
00:01 – Introduction
00:06 – What Happens Without a Will
00:37 – Intestate Succession Scenarios
01:19 – Common Assumptions About Spousal Inheritance
02:00 – Blended Family Inheritance Challenges
03:34 – Inheritance Without Spouse or Children
04:39 – Choosing an Executor
06:22 – Complications Without a Will
07:27 – Real-Life Example of Intestate Confusion
08:51 – Assets Passing Outside of Probate
09:45 – Steps to Avoid State-Determined Inheritance
10:39 – Importance of Proper Will Execution
About the Show:
Planning with Purpose is a podcast dedicated to helping families in New Hampshire create thoughtful estate plans that provide clarity and peace of mind. The show features Attorney Deb Bess Morneau, who shares her expertise in estate planning and probate law. Each episode delves into practical strategies and legal insights to help listeners navigate the complexities of estate planning, ensuring their wishes are honored and their loved ones are protected. With a focus on clarity and actionable advice, Planning with Purpose empowers listeners to make informed decisions about their future.
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12min
April 03, 2026 Talking About Death Without Fear
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 highlights the significance of essential planning tools like powers of attorney, wills, and trusts in providing peace of mind.
Key Timestamps:
00:00 – Introduction
01:30 – Importance of early conversations about end-of-life preferences
04:15 – Reassurance through post-death arrangements
06:45 – Real-life examples of how early conversations ease family decisions
09:20 – The significance of powers of attorney for finances and healthcare
11:45 – Benefits of having a trust or will in place for asset distribution
14:00 – Communicating end-of-life wishes for peace of mind
16:30 – Advising older individuals on sharing wishes with their adult children
19:00 – Consequences of avoiding conversations and leaving loved ones guessing
About the Show:
*Planning with Purpose* is dedicated to helping individuals and families navigate crucial conversations and decisions surrounding estate planning and end-of-life preferences. Join Deb Morneau as she provides guidance on creating a plan that brings clarity, comfort, and peace of mind to your loved ones.
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16min
March 06, 2026 How to Fund Your Trust (and Why It Matters More Than You Think)
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 various investments in the trust to ensure a smooth transfer process.
Key Timestamps:
00:00 – Introduction
01:30 – Importance of funding a trust explained
03:45 – Types of assets to include in a trust
06:12 – Overlooked details when funding a trust
09:20 – Handling retirement plans and life insurance in a trust
12:05 – Examples of trust funding mishaps and their consequences
14:50 – Reviewing and updating a trust over time
16:40 – Tips for maintaining an up-to-date trust
About the Show:
*Planning with Purpose* is a podcast dedicated to guiding families, retirees, and small business owners through the intricacies of estate planning, led by seasoned Deb Morneau. The show focuses on empowering individuals to secure their legacies and protect their assets for future generations.
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14min
January 19, 2026 Avoiding Probate in New Hampshire
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 in New Hampshire
04:15 – Challenges and Delays in Probate
08:10 – Planning Choices to Avoid Probate
11:45 – Role of Wills in Probate
14:20 – Real-Life Example of Smooth Probate Process
17:35 – Common Oversights Leading to Probate
20:10 – Tips for Simplifying Estate Planning
About the Show:
*Planning with Purpose* focuses on guiding families in Southern and Central New Hampshire through practical, thoughtful estate planning to alleviate stress and ensure a smooth transition of assets. Deb Morneau, an expert in family law, offers insights and strategies to help listeners make informed decisions for their future.
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13min
January 05, 2026 Wills vs. Trusts in Plain English
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 Timestamps:
- 00:00 – Introduction
- 02:15 – Explaining the purpose of a will
- 03:45 – Benefits of a revocable living trust
- 05:30 – Contrasting wills and trusts for estate planning
- 07:10 – How estate planning aids loved ones in times of loss
- 09:20 – Helping clients choose between wills and trusts
- 11:40 – Regular review of estate planning documents
About the Show:
*Planning with Purpose* focuses on providing clarity, peace of mind, and practical solutions through thoughtful estate planning. Attorney Deb Morneau has over two decades of experience in helping families, retirees, and small businesses in New Hampshire navigate the complexities of estate planning.
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14min

FAQs about Planning with Purpose:

How many episodes does Planning with Purpose have?

The podcast currently has 6 episodes available.