End of Life Planning

Let’s talk about legacy and our second half, and why safeguarding it through thoughtful planning is the most significant gift we can give ourselves and the people we love. Legacies are long-lasting but delicate self-representations. Everyone gets one…

When staying in a hotel/motel, when did we transition from having an actual person call your room in the morning as your courtesy wake-up call to now having a computerized message on the other end of the line? Of course, with our over-the-top bells and whistles…

After some significant events this past year, I realized that I have seriously neglected one of the most important responsibilities I have to my family – estate planning. Over the years, I’ve created a rough draft of my will, gathered a few documents, and designated…

Preparing for the opportunities of life’s second half is an empowering process. Whether it’s working with an attorney to draw up legal documents, sitting down with a financial advisor to calculate retirement expenses, or connecting with a healthcare…

Joan and Stanley went to visit their financial adviser, with the express intent of getting all their financial questions answered. Headed towards their late 70s, and facing a possible further two decades (or maybe more), they were concerned…

Are you a list maker? Or do you use them to help you move forward and stay organized? One of the most common To Dos on our “list” as we get older, whether it is written down or in our head, is the matter of taking action on the most procrastinated…

I heard an expression the other day that stopped me in my tracks. It had the ring of a famous saying, although that turned out not to be the case. But more importantly, it had some real profundity. It said, simply, “Life ends in the middle of a sentence…

In moments of grief and solemnity, attending a funeral is a sad and respectful occasion where we come together to pay our final respects to a departed loved one. During these moments, it is essential to convey a sense of reverence…

This week I was faced with the task of filling out an Advanced Directive document. It’s the paperwork that lets others know how I want to die. Do I want to be resuscitated? Well… that depends… However, the questions do not include case scenarios…

Do you know what happens if you fail to plan, and you become unable to make decisions for yourself? If you don’t have a valid Health Care Proxy or Durable Power of Attorney document, you may find yourself subject to a Guardianship or Conservatorship…