My Life and Wishes

💭 Procrastination is easy—but planning ahead is priceless. End-of-life planning isn’t a topic we like to think about, let alone discuss. But the truth is, a little preparation now can save your loved ones from a lot of stress later. In our latest blog, Proactivity Over Procrastination: Take Control of Your End-of-Life Planning, we share: ✅ Why planning ahead is one of the most thoughtful gifts you can give. ✅ A step-by-step guide to get started—without feeling overwhelmed. ✅ Tips for organizing documents, managing your digital estate, and having those important conversations. This isn’t just about “getting it done”; it’s about giving you and your family peace of mind. Take the first step toward clarity and compassion—read the full post here: https://lnkd.in/gQfR8iSv #EstatePlanning #EndOfLifePlanning #Legacy #ProactivePlanning

🐾 New Podcast Episode Alert: Protecting Your Pets with Pet Trusts 🐾 Have you ever considered what would happen to your beloved pets if something happened to you? Ensuring their care goes beyond love—it requires planning. In the latest episode of Estate Planning Nightmares and How to Avoid Them, I’m joined by Marjorie Desmond of Desmond Law to dive into the fascinating world of Pet Trusts. Here’s what we discuss: ✅ What is a Pet Trust, and how does it work? ✅ Why are Pet Trusts essential for your furry (or feathered) family members? ✅ Real-life stories that highlight the risks of not planning ahead ✅ How to set up a Pet Trust to protect your pets and your peace of mind 🎧 Listen now: https://lnkd.in/gpEcbA9G Whether you’re a pet parent or simply passionate about estate planning, this episode is packed with insights you won’t want to miss. 💡 Pro Tip: Share this episode with fellow animal lovers—it could make all the difference for their furry friends! #EstatePlanning #PetTrusts #Podcast #PetCare #FamilyPlanning #LegacyPlanning https://lnkd.in/gpEcbA9G

Attention Estate Planning Attorneys: Is Your Practice Future-Ready? On December 5, 2024, at 2:00 PM EST, we’re hosting a free live webinar that could change the way you serve your clients forever. Discover how the Legacy Vault can: ✅ Simplify document management for you and your clients. ✅ Strengthen long-term client relationships. ✅ Set your practice apart in a competitive market. ✅ Open up new revenue opportunities. Spots are limited—don’t miss this chance to learn how technology can transform your estate planning practice. 👉 Register Now: https://lnkd.in/g7mNEh29 #EstatePlanning #AttorneyTools #ClientSuccess #LegacyVault

🚨 New Podcast Episode Alert! 🚨 What happens when a loved one passes, and critical documents can’t be found? It’s a nightmare no family should face—but unfortunately, it’s all too common. In the latest episode of Estate Planning Nightmares...and How to Avoid Them, I sit down with Ryan Anderson, a seasoned financial advisor and fiduciary, to discuss the chaos his family experienced after his father’s passing. Ryan shares his personal story and professional insights to help you: ✅ Organize and safeguard important documents ✅ Take simple steps to protect your family’s peace of mind ✅ Avoid the unnecessary stress of an incomplete estate plan This is a must-listen episode for anyone who wants to ensure their loved ones are taken care of when it matters most. 🎙️ Listen Now: https://lnkd.in/g4CMyHhH Let’s turn estate planning nightmares into peace of mind. Share your thoughts or questions in the comments—I’d love to hear from you! https://lnkd.in/g4CMyHhH

🚨 New Podcast Episode Alert! 🚨 Have you ever thought about the legacy you’ll leave behind or how you can position yourself as a trusted authority in your field? In my latest episode of Estate Planning Nightmares and How to Avoid Them, I’m joined by Michael DeLon, a #1 Amazon Best-Selling Author and America’s Foremost Authority on Credibility Marketing. Michael shares his powerful story of helping a friend’s widow navigate the chaos after her husband’s passing—a journey that inspired his book, Walking with Your Widow. We also dive into: ✔️ How our Legacy Vault platform helps families in their toughest moments. ✔️ Why everyone has a book inside them and how Michael helps professionals turn their expertise into a published work without writing a word. ✔️ How being an author can transform your business, attract clients, and establish your credibility as a leader in your field. 💡 Bonus: Discover your credibility score with Michael’s free Credibility Calculator: https://lnkd.in/g8ntvJJ9 #EstatePlanning #LegacyPlanning #CredibilityMarketing #Podcast #ProfessionalGrowth https://lnkd.in/gQhTYepM

🇺🇸 Honoring Our Veterans 🇺🇸 In honor of Veterans Day, I’ve recorded a special episode of my podcast, Estate Planning Nightmares… and How to Avoid Them. This episode is dedicated to the incredible service of our veterans and active-duty military members, as well as the unique importance of estate planning for them and their families. Join me for 3 1/2 Minutes, as I share insights into how estate planning can protect and preserve their legacies. Let’s ensure those who protect us are protected as well. #VeteransDay #EstatePlanning #MilitaryFamilies #LegacyPlanning #EstatePlanningNightmares https://lnkd.in/giYrpK_A

Thanks to Michael DeLon for having me on your podcast! So much fun, energy and laughter! Please check out this episode 👇 https://lnkd.in/gU6chxS5

🌟 New Podcast Episode Alert! 🌟 In the latest episode of Estate Planning Nightmares and How to Avoid Them, I sit down with Medicare and financial services expert Kylee Mollotte of Annuity Fundamentals. 🎙️ Kylee shares her top insights on: ✅ Avoiding costly Medicare mistakes ✅ Customizing your coverage for a secure future ✅ Integrating healthcare choices into a comprehensive estate plan Whether you’re preparing for retirement or helping loved ones make decisions, this episode is a must-listen for anyone wanting to protect their legacy. 💼👨👩👧👦 https://lnkd.in/guG9JaQU #EstatePlanning #Medicare #FinancialPlanning #Legacy #Podcast https://lnkd.in/guG9JaQU