Legacy Estate Plannning Blog

Life compels us all to move forward, whether we embrace the idea or not. Some of us resist the notion of growing up and find the prospect of aging unappealing. Peter Pan, a character who famously resisted growing up, wholeheartedly embraced living in the present and eschewed any thoughts of the future. J.M. Barrie’s Peter […]

The writer discusses the importance of a medical alert system for senior adults living alone. They outline the difficult decision-making process, stressing both cost factors and safety concerns. The author provides a list of 25 questions to help navigate the decision, including considerations about costs, contract details, equipment, and functionality. The post is aimed at helping seniors maintain independence while ensuring safety as part of their legacy planning.

Pablo Picasso said, “Only put off until tomorrow what you are willing to die having left undone.”  What’s interesting about this quote is that Pablo Picasso had no will. Obviously, he was willing to die leaving this major area of his life unattended. According to a recent survey, 68% of Americans don’t have a will.

Adult children often ask me “why” their aging parent is so darn difficult to deal with and is often downright mean. I usually tell them that the “why” is in their parent’s life story. Adult children usually come to me with the belief they know all about their difficult parent(s) and that they know all

2 Ways to think about how you make decisions. Which Rose-Colored Glasses Are You Looking Through? Is it your perception or your perspective? Perception is a slippery slope of an internal view colored by filters of our life experiences. Perception is the way we internally view things. Perception is a complex interplay of our internal

When people come to me for grief counseling, I frequently ask if they have had a dream of their loved one. Dreams are the back door of our soul used by our unconscious or the divine consciousness to gift us something important like a warning, guidance, love, or a sense of peace. I believe that

I was chatting with my husband about my frustration with explaining what The Guardian’s Gift Time Capsule is to people hearing about it for the first time. When I tell people I’m a legacy coach and assist individuals and families with legacy estate plans I’m often told, “Oh, I already have a will.” Sometimes people

As our lives become increasingly digitized, our online presence grows in importance. From social media accounts to online bank accounts, we all have a digital estate that needs to be protected. Ignoring your digital estate can have serious consequences, both for you and your loved ones. In this blog post, we’ll explore the hidden risks

Warning Signs and Helpful Tips The “eldest daughter syndrome” is a term that refers to a phenomenon wherein the oldest daughter of a family exhibits certain behavioral traits that are commonly associated with being bossy, perfectionistic, overachieving, people-pleasing, extremely responsible, and super family-focused. This phenomenon has been noted by family members and friends of the

Getting an elderly loved one to stop driving is a difficult and emotional process, but sometimes it’s a necessary one to ensure their safety and the safety of others on the road. My personal experience with my 89-year-old mother is proving to be a challenging journey that requires patience, understanding, and creativity. In this blog

As Thanksgiving and Christmas approach, Dr. Judy expresses gratitude for her Guardian’s Gift team for aiding her mission of making estate planning a family legacy for at least 1.2K families yearly. Having faced the challenges of caring for aging parents and dealing with government difficulties, she recognizes that early planning is essential. Dr. Judy introduces the team including Matthew Trupia, Amanda Baldwin, Logan Seelman, Alice Primm, and Dennis Blount who are providing support in facilitating these legacy plans.

This text explores fears that prevent people from undertaking legacy planning. Fears include confronting mortality, feeling unqualified, causing family drama, believing they lack assets or that the process is too expensive or complicated, procrastinating due to youth and health, superstitions around death, and others. The author emphasizes that everyone is worthy of legacy planning, which can extend beyond material assets to encapsulating one’s life story, personal experiences and values.