Legacy Planning

Coronavirus, Children & Charities

Interestingly enough, COVID-19 has opened up some doors to help protect both your children and the charities that are near and dear to your heart.

Dementia Care and the GEMS State Model

We're honored to have Lisa Hunter with Interim HealthCare join us this week on our show. Lisa shares with us the Teepa Snow Positive Approach to Care and information about the GEMS State Model. You don't want to miss this!

The 5 Biggest Risks in 2020

What are the 5 biggest risks in 2020? Can you see them? If you truly desire that 20/20 Vision for your future, go to the financial optometrist as soon as you can. Find out more on this week's episode of Life Planning 101.

The Gift of Giving

We were honored to have speaker and bestselling author Arlene Cogen, CFP® join us this week on our show. Arlene shares with us some important information on charitable giving. Be sure to listen to the end of the show to learn about how you can get a FREE values exercise from Arlene.

Estate Planning Lessons Learned from Celebrities

We were honored to have Eido Walny from Walny Legal Group as our special guest on our show. This week we discuss helpful tips learned from celebrity estate plans gone wrong.

Tell Me 'Bout the Good Old Days

There are people and things that you hold very dear to your heart. Take some time this week to write them down and share them with your family.

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

Protecting Your Parents

Elder abuse is real! Research estimates nearly 5 million elderly people are abused each year and only 1 in 14 of abuse cases are actually reported. This week we discuss preventative steps you can take to protect your aging parents.

What is Life Planning?

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

How Much Should I Leave My Kids?

One of the most valuable things we can pass on to our children is our wisdom. Make a plan for them so they too can live LIFE on purpose!

Death - It Happens...Is Your Family Ready for Yours?

Did you know twenty percent of men die before retirement age? Is your family ready if you were killed today? Would they be taken care of the way you would want?

Are You a Member of the Responsibility Club?

This sometimes overwhelming sense of duty to both our children and our parents may cause us to lose sight of the responsibility we owe to ourselves.