End of Life Planning

Susan called my office in tears. She was overwhelmed because her friend, Mary, named her as her Power of Attorney and needed her to step into this role right away. Although Mary had a brother, he lived half way across the country and had his own health problems…

We all have a set of core values we live our life by. They are the very foundation of who we are and what we stand for. As important as they are, how clear are you on your core values? And what is the vital role that your core values and life story play in your estate planning and crafting your legacy?

A moment will arrive in all our lives when material items we cherish and everything that physically represents what we have accomplished will be given away. From financial assets to your clothes, everything you have ever worked for and everything you have poured…

Marisa, a client, contacted me with an urgent tone in her voice. “Should I get funeral insurance? I really want to sort my funeral out, but this is a big stumbling block for me…

Games are the best – they sharpen our brains and help us strategize and connect with others. Plus, they’re fun! While planning for our Golden Years is not a game by any measure, playing “The What If?” game can help all older adult players prepare…

What kind of legacy do you want to leave when you depart this earth? Will it be for your boundless and enduring philanthropy, like that of the Carnegies and the Rockefellers, or will it be more closely aligned with politics, like the Kennedys and the Bush family, or your artistic…

“I know I should be doing it, I know it’s a good idea, but I just keep putting it off!” Ever heard that cry coming out of your own mouth, or from someone you know?

Families often view cremation as a final disposition, like burial or entombment. It is not, and that means some important decisions must be made. Unfortunately, families often put off deciding what to do with the cremated remains…

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…