Legacy Estate Plannning Blog

The transition from being an adult child to becoming a caregiver for a parent can be a profound and sometimes overwhelming journey. It’s a shift that touches on a multitude of emotions, responsibilities, and practical changes. Whether it’s a gradual transition or a sudden shift, understanding and managing this change is crucial for both the […]

In the realm of financial planning, estate planning is often relegated to discussions among the affluent. Yet, the middle class stands to benefit immensely from having a well-crafted estate plan. While many might assume that estate planning is reserved for the wealthy, the truth is that everyone, regardless of financial status, should have a plan

In the realm of healthcare, few documents hold as much personal and emotional weight as a Do Not Resuscitate (DNR) order. This directive, often established after careful consideration and discussion, represents a patient’s explicit wish to forgo resuscitation efforts in the event of cardiac or respiratory arrest. However, despite its importance, there are troubling instances

When it comes to estate planning and inheritance, one would think the process would be straightforward: allocate assets, draft a will, and move on. However, the reality is often far more complex and emotionally charged. As a professional guiding families through these discussions, I am continually struck by how frequently the terms “deserve,” “resentment,” and

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