Estate planning is a crucial aspect of financial planning, and one of the most common methods of property ownership is joint tenancy. Joint tenancy is a form of ownership where two or more individuals own equal shares of a property.
Estate planning is a crucial aspect of financial planning, and one of the most common methods of property ownership is joint tenancy. Joint tenancy is a form of ownership where two or more individuals own equal shares of a property.
As a parent of a special needs child, planning for their care and future can be an overwhelming and daunting task. However, with proper planning, you can ensure that your child will have the necessary resources to live a fulfilling life.
Talking with our partners, we have heard stories of countless individuals making the same mistakes when it comes to estate planning. Unfortunately, these mistakes can lead to significant problems down the road for both the individual and their loved ones.
We all know that being a parent comes with a lot of responsibilities, and one of them is making sure that our children are financially secure. But what happens if you get divorced or your creditors come after your assets? How can you protect your kids' inheritance?
When it comes to estate planning, trusts can be a useful tool to help manage assets and provide for loved ones after you're gone. However, trusts aren't for everyone, and there are situations where you might not need one.
Losing a loved one is one of the most difficult things we can experience in life. Not only do we have to deal with the emotional pain, but we also have to navigate the practicalities of arranging a funeral. It can be overwhelming and confusing, especially if you've never had to do it before. That's why we've put together this step-by-step guide to help you through the process.
One of the most common questions we receive from Addio families is, "What inventory and assets should I include in my estate plan?" It's a great question and an important one to consider when creating an estate plan that will ensure your assets are distributed according to your wishes.
If you are looking for resources to help you with end-of-life planning, books are a great place to start.Here are some of the best books on end-of-life planning that you can read to get started.
While traditional wills help distribute your material possessions after your death, an ethical will is a document that outlines your personal values, beliefs, and life lessons to pass on to future generations.
As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future.
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Estate planning is an important step for anyone who wants to ensure that their assets are distributed according to their wishes after they pass away. However, one crucial aspect of estate planning that is often overlooked is choosing an executor for your will.
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Estate planning is a crucial process that every individual, regardless of their net worth, should consider. However, for high-net-worth individuals, estate planning takes on a whole new level of complexity.
Estate planning can be complex, which is why it's important to have an experienced estate planning attorney on your side. Here are some tips for choosing the right estate planning attorney for your family.
Probate can be a long and expensive process. By making a few adjustments now, your family can avoid probate and ensure that your assets are distributed according to your wishes.
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
For families coping with grief and loss, there are many resources available to help navigate the difficult journey of grief. Check out this blog post for a list.
Estate taxes can be a significant burden for your family. With proper planning, however, you can minimize the amount of taxes your family will have to pay and ensure that they receive more of your hard-earned assets.
Earlier this month, our co-founder Gabe Caldwell sat down with one of our partners to discuss some top questions we've received from families. Watch the full video and submit your own questions.
Death is a subject that most people tend to avoid. We don't like to think about it, let alone plan for it. However, planning your own funeral is an important step that can provide peace of mind for you and your loved ones.
As a young couple with kids, it's easy to get caught up in the day-to-day routine of life and forget about the future. However, planning for the financial aspects of end-of-life care is a critical aspect of protecting your family's financial well-being.
Losing a loved one is a difficult experience for anyone, but it can be particularly challenging for young children. In this article, we'll give you some tips on how to navigate that conversation.
Creating an advance care directive, also known as a living will or advance healthcare directive, is an important step in ensuring that your healthcare wishes are respected in the event that you are no longer able to make decisions for yourself.
As a parent, ensuring that your children are well taken care of is a top priority. In this post, we'll walk you through how to set up a guardianship for them.
Losing a parent is one of the most devastating experiences a person can go through. If someone you know has recently lost a parent, here are some ways you can be supportive.
Learn how to start planning early, consider potential healthcare costs, create a comprehensive estate plan, review and update documents regularly, and consult with professionals when necessary.
Losing a loved one is one of the most difficult experiences a person can go through. If you find yourself in need of bereavement leave, there are a few ways you can maximize your time off and make the most of your grieving process.
Death and dying are topics that many people find uncomfortable or even taboo to discuss. However, it's essential to have these conversations with your family, especially as you get older and start thinking about your end-of-life plan.
The loss of a parent is one of the most profound and difficult experiences that a person can go through. When your spouse loses a parent, it's not only a difficult time for them, but it can also impact you as their partner. You may feel overwhelmed and unsure of how to best support your spouse during this time of grief. It's normal to feel unsure of how to proceed, and it's essential to know that everyone grieves differently.
Losing a loved one can be an incredibly difficult and emotional experience for everyone involved. For the family members left behind, dealing with the grief and loss can be overwhelming and exhausting. That's where a death doula can step in to offer support, comfort, and guidance during this challenging time.
It can be a difficult and emotional decision to talk to your parent about moving them into an assisted living facility. However, there are ways to approach this conversation that can make it easier for both you and them. In this post, we will provide you with some advice on how to start this conversation and things to consider when making this decision.
Anticipatory grief refers to the feelings of sadness, loss, and emotional turmoil that people may experience before an anticipated loss, such as the death of a loved one. In this post we'll give you ways to support your family through this tough time.
A living will, also known as an advance directive, is a document that states your wishes for medical treatment in the event you are unable to make decisions for yourself. In this post, we'll share what needs to be included.
Losing a parent is a difficult and emotional experience for anyone, and it can be especially challenging for adults who have spent a lifetime with that parent. There are many different emotions that may arise during this time, such as sadness, grief, anger, and guilt.
An end-of-life plan is an important step that everyone should consider taking, as it allows you to have control over your final wishes and ensures that your loved ones are not left without guidance when it comes to making important decisions.
Losing a loved one can be one of the most difficult and emotionally trying experiences a person can go through. The pandemic has brought this topic to the forefront with some 72 percent of Americans saying they know someone who has been hospitalized or died from COVID-19.
Choosing a medical power of attorney (also known as a healthcare proxy or healthcare power of attorney) is an important step in ensuring that your healthcare wishes are respected in the event that you become incapacitated and unable to make decisions for yourself.
A death doula, also known as an end-of-life doula, can be an invaluable resource for your family during the end-of-life process. Here's what they do and how you can find one.
If you or someone you know is currently grieving the loss of a loved one, it can be overwhelming to know where to begin. If you are supporting someone currently grieving, or if you have a colleague who lost someone and is in need of support, here are some things you can recommend they look into (or better yet, offer to look into it for them).
If you have multiple family members who play a key role in your life, it may be challenging to figure out who you should name as the person in charge of your legal, financial, and medical decisions. Enter: powers of attorney.
Only you know who would be best for the roles included in your end-of-life plan. Learn how to appoint the most important people in your end-of-life or estate plan.
A term often used when discussing estate planning is power of attorney. There are several types of powers of attorney so it can get overwhelming to know and understand each one. Different powers of attorney follow different guidelines and rules. If you’re not sure what power of attorney you should have in place, we will try to clarify this below.
Lauren recently graduated college and is preparing herself for the “real world.” She has accepted a position to work in Washington D.C. and will officially be out from under her parent’s care. Lauren is getting ready to move and is talking with her parents about all the details of living on her own.
When planning for the unexpected you want to make sure you have everything prepared for your loved ones. What’s the best way to do this? What do you need to get in place? Who will execute your plans? A lot of people have had this thought and their remedy is to get a “Will,” but is that enough?
This past year, Rob’s dad, Chad, ran into some health issues and his health started to deteriorate. He is fairly young, 63 years old. A Farewell Plan really hadn’t come across his mind with him being so young. He didn’t have the “healthiest” life dealing with alcohol and opioid addiction.
When a loved one dies, most people think about the grieving process and the funeral planning details. Should there be a viewing? How do you contact all the family, friends, coworkers, worship groups, weekend run crew, bowling league, etc.?
At the age of 54, Cynthia’s father, David, had a stroke as an unfortunate aftereffect of a routine surgery. Thankfully David was still in the hospital when the stroke happened, otherwise the results could have been much more detrimental.
A useful document when planning for the unexpected is a “Will.” We also hear the term “Living Will.” You may be wondering, what is the difference? A will is a document that gives direction as to what happens with one’s property and assets after death.
The sandwich generation is the classification given to the middle adult who is balancing the demands of caring for aging parents and caring for their children, all while managing a career of their own. The middle adult can be in their 30’s all the way up to their 60’s if they are a main caretaker for grandchildren or have adult children still living at home.
A Trust is an estate planning document that illustrates what assets go to your heirs after death. Once you establish a trust, you can appoint a trustee to manage your account and make decisions for the trust. A trustee can be an individual or an institution, such as a law firm.
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Chances are someone in your family has cryptocurrency. Perhaps you have started investing in cryptocurrency yourself. Regardless, you want to know about it and gain a better understanding of cryptocurrency.
Angie’s family has had a few unexpected tragedies occur over the past couple years. Her dad suddenly passed away in January 2020. Her Father-in-law had Parkinsons and passed away in April 2018. Neither her dad nor father-in-law had all the life documents in place necessary to help prepare for the unexpected.
A week before his 60th birthday, Ryan’s dad went in for a routine back surgery. Unfortunately, during the surgery recovery, he ran into complications and passed away a few days later. Completely unexpected.
At the age of 48, Neil’s dad had an unexpected stroke that the entire family of 4 kids had never thought about happening. Luckily, Neil’s dad was able to recover and after a few years was back to good health. Or so they thought.
Our Head of Partnerships Gabe Caldwell recently interviewed Nakia Linzie-Shavers, Owner of The Gift Life Planning Services, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Life Planning practice at The Gift, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
Our Head of Partnerships Gabe Caldwell recently interviewed Gayanne Schmid, Owner of Schmid Jacobs Law, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Estate Planning practice at Schmid Jacobs Law, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
We all know that being a parent comes with a lot of responsibilities, and one of them is making sure that our children are financially secure. But what happens if you get divorced or your creditors come after your assets? How can you protect your kids' inheritance?
When it comes to estate planning, trusts can be a useful tool to help manage assets and provide for loved ones after you're gone. However, trusts aren't for everyone, and there are situations where you might not need one.
Estate planning is a crucial process that every individual, regardless of their net worth, should consider. However, for high-net-worth individuals, estate planning takes on a whole new level of complexity.
Learn how to start planning early, consider potential healthcare costs, create a comprehensive estate plan, review and update documents regularly, and consult with professionals when necessary.
A living will, also known as an advance directive, is a document that states your wishes for medical treatment in the event you are unable to make decisions for yourself. In this post, we'll share what needs to be included.
A term often used when discussing estate planning is power of attorney. There are several types of powers of attorney so it can get overwhelming to know and understand each one. Different powers of attorney follow different guidelines and rules. If you’re not sure what power of attorney you should have in place, we will try to clarify this below.
When planning for the unexpected you want to make sure you have everything prepared for your loved ones. What’s the best way to do this? What do you need to get in place? Who will execute your plans? A lot of people have had this thought and their remedy is to get a “Will,” but is that enough?
This past year, Rob’s dad, Chad, ran into some health issues and his health started to deteriorate. He is fairly young, 63 years old. A Farewell Plan really hadn’t come across his mind with him being so young. He didn’t have the “healthiest” life dealing with alcohol and opioid addiction.
A useful document when planning for the unexpected is a “Will.” We also hear the term “Living Will.” You may be wondering, what is the difference? A will is a document that gives direction as to what happens with one’s property and assets after death.
A Trust is an estate planning document that illustrates what assets go to your heirs after death. Once you establish a trust, you can appoint a trustee to manage your account and make decisions for the trust. A trustee can be an individual or an institution, such as a law firm.
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Chances are someone in your family has cryptocurrency. Perhaps you have started investing in cryptocurrency yourself. Regardless, you want to know about it and gain a better understanding of cryptocurrency.
Estate planning is a crucial aspect of financial planning, and one of the most common methods of property ownership is joint tenancy. Joint tenancy is a form of ownership where two or more individuals own equal shares of a property.
Talking with our partners, we have heard stories of countless individuals making the same mistakes when it comes to estate planning. Unfortunately, these mistakes can lead to significant problems down the road for both the individual and their loved ones.
When it comes to estate planning, trusts can be a useful tool to help manage assets and provide for loved ones after you're gone. However, trusts aren't for everyone, and there are situations where you might not need one.
One of the most common questions we receive from Addio families is, "What inventory and assets should I include in my estate plan?" It's a great question and an important one to consider when creating an estate plan that will ensure your assets are distributed according to your wishes.
As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future.
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Estate planning is an important step for anyone who wants to ensure that their assets are distributed according to their wishes after they pass away. However, one crucial aspect of estate planning that is often overlooked is choosing an executor for your will.
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Estate planning can be complex, which is why it's important to have an experienced estate planning attorney on your side. Here are some tips for choosing the right estate planning attorney for your family.
Probate can be a long and expensive process. By making a few adjustments now, your family can avoid probate and ensure that your assets are distributed according to your wishes.
This video is apart of our Ask an Expert Series where we take the top questions related to estate and end-of-life planning and ask one of the advisors from our Expert Network.
Estate taxes can be a significant burden for your family. With proper planning, however, you can minimize the amount of taxes your family will have to pay and ensure that they receive more of your hard-earned assets.
Earlier this month, our co-founder Gabe Caldwell sat down with one of our partners to discuss some top questions we've received from families. Watch the full video and submit your own questions.
As a parent, ensuring that your children are well taken care of is a top priority. In this post, we'll walk you through how to set up a guardianship for them.
A living will, also known as an advance directive, is a document that states your wishes for medical treatment in the event you are unable to make decisions for yourself. In this post, we'll share what needs to be included.
An end-of-life plan is an important step that everyone should consider taking, as it allows you to have control over your final wishes and ensures that your loved ones are not left without guidance when it comes to making important decisions.
Losing a loved one can be one of the most difficult and emotionally trying experiences a person can go through. The pandemic has brought this topic to the forefront with some 72 percent of Americans saying they know someone who has been hospitalized or died from COVID-19.
Choosing a medical power of attorney (also known as a healthcare proxy or healthcare power of attorney) is an important step in ensuring that your healthcare wishes are respected in the event that you become incapacitated and unable to make decisions for yourself.
If you or someone you know is currently grieving the loss of a loved one, it can be overwhelming to know where to begin. If you are supporting someone currently grieving, or if you have a colleague who lost someone and is in need of support, here are some things you can recommend they look into (or better yet, offer to look into it for them).
If you have multiple family members who play a key role in your life, it may be challenging to figure out who you should name as the person in charge of your legal, financial, and medical decisions. Enter: powers of attorney.
Only you know who would be best for the roles included in your end-of-life plan. Learn how to appoint the most important people in your end-of-life or estate plan.
A term often used when discussing estate planning is power of attorney. There are several types of powers of attorney so it can get overwhelming to know and understand each one. Different powers of attorney follow different guidelines and rules. If you’re not sure what power of attorney you should have in place, we will try to clarify this below.
When planning for the unexpected you want to make sure you have everything prepared for your loved ones. What’s the best way to do this? What do you need to get in place? Who will execute your plans? A lot of people have had this thought and their remedy is to get a “Will,” but is that enough?
When a loved one dies, most people think about the grieving process and the funeral planning details. Should there be a viewing? How do you contact all the family, friends, coworkers, worship groups, weekend run crew, bowling league, etc.?
A useful document when planning for the unexpected is a “Will.” We also hear the term “Living Will.” You may be wondering, what is the difference? A will is a document that gives direction as to what happens with one’s property and assets after death.
A Trust is an estate planning document that illustrates what assets go to your heirs after death. Once you establish a trust, you can appoint a trustee to manage your account and make decisions for the trust. A trustee can be an individual or an institution, such as a law firm.
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
As a parent of a special needs child, planning for their care and future can be an overwhelming and daunting task. However, with proper planning, you can ensure that your child will have the necessary resources to live a fulfilling life.
While traditional wills help distribute your material possessions after your death, an ethical will is a document that outlines your personal values, beliefs, and life lessons to pass on to future generations.
As a millennial parent, you have a lot on your plate - from changing diapers to preparing for college tuition. Estate planning may not be at the forefront of your mind, but it’s an essential aspect of securing your family’s financial future.
For families coping with grief and loss, there are many resources available to help navigate the difficult journey of grief. Check out this blog post for a list.
As a young couple with kids, it's easy to get caught up in the day-to-day routine of life and forget about the future. However, planning for the financial aspects of end-of-life care is a critical aspect of protecting your family's financial well-being.
Losing a loved one is a difficult experience for anyone, but it can be particularly challenging for young children. In this article, we'll give you some tips on how to navigate that conversation.
Losing a parent is one of the most devastating experiences a person can go through. If someone you know has recently lost a parent, here are some ways you can be supportive.
Death and dying are topics that many people find uncomfortable or even taboo to discuss. However, it's essential to have these conversations with your family, especially as you get older and start thinking about your end-of-life plan.
The loss of a parent is one of the most profound and difficult experiences that a person can go through. When your spouse loses a parent, it's not only a difficult time for them, but it can also impact you as their partner. You may feel overwhelmed and unsure of how to best support your spouse during this time of grief. It's normal to feel unsure of how to proceed, and it's essential to know that everyone grieves differently.
Losing a loved one can be an incredibly difficult and emotional experience for everyone involved. For the family members left behind, dealing with the grief and loss can be overwhelming and exhausting. That's where a death doula can step in to offer support, comfort, and guidance during this challenging time.
It can be a difficult and emotional decision to talk to your parent about moving them into an assisted living facility. However, there are ways to approach this conversation that can make it easier for both you and them. In this post, we will provide you with some advice on how to start this conversation and things to consider when making this decision.
Anticipatory grief refers to the feelings of sadness, loss, and emotional turmoil that people may experience before an anticipated loss, such as the death of a loved one. In this post we'll give you ways to support your family through this tough time.
Losing a parent is a difficult and emotional experience for anyone, and it can be especially challenging for adults who have spent a lifetime with that parent. There are many different emotions that may arise during this time, such as sadness, grief, anger, and guilt.
A death doula, also known as an end-of-life doula, can be an invaluable resource for your family during the end-of-life process. Here's what they do and how you can find one.
If you have multiple family members who play a key role in your life, it may be challenging to figure out who you should name as the person in charge of your legal, financial, and medical decisions. Enter: powers of attorney.
Only you know who would be best for the roles included in your end-of-life plan. Learn how to appoint the most important people in your end-of-life or estate plan.
Lauren recently graduated college and is preparing herself for the “real world.” She has accepted a position to work in Washington D.C. and will officially be out from under her parent’s care. Lauren is getting ready to move and is talking with her parents about all the details of living on her own.
This past year, Rob’s dad, Chad, ran into some health issues and his health started to deteriorate. He is fairly young, 63 years old. A Farewell Plan really hadn’t come across his mind with him being so young. He didn’t have the “healthiest” life dealing with alcohol and opioid addiction.
When a loved one dies, most people think about the grieving process and the funeral planning details. Should there be a viewing? How do you contact all the family, friends, coworkers, worship groups, weekend run crew, bowling league, etc.?
At the age of 54, Cynthia’s father, David, had a stroke as an unfortunate aftereffect of a routine surgery. Thankfully David was still in the hospital when the stroke happened, otherwise the results could have been much more detrimental.
The sandwich generation is the classification given to the middle adult who is balancing the demands of caring for aging parents and caring for their children, all while managing a career of their own. The middle adult can be in their 30’s all the way up to their 60’s if they are a main caretaker for grandchildren or have adult children still living at home.
Angie’s family has had a few unexpected tragedies occur over the past couple years. Her dad suddenly passed away in January 2020. Her Father-in-law had Parkinsons and passed away in April 2018. Neither her dad nor father-in-law had all the life documents in place necessary to help prepare for the unexpected.
A week before his 60th birthday, Ryan’s dad went in for a routine back surgery. Unfortunately, during the surgery recovery, he ran into complications and passed away a few days later. Completely unexpected.
At the age of 48, Neil’s dad had an unexpected stroke that the entire family of 4 kids had never thought about happening. Luckily, Neil’s dad was able to recover and after a few years was back to good health. Or so they thought.
Losing a loved one is one of the most difficult things we can experience in life. Not only do we have to deal with the emotional pain, but we also have to navigate the practicalities of arranging a funeral. It can be overwhelming and confusing, especially if you've never had to do it before. That's why we've put together this step-by-step guide to help you through the process.
If you are looking for resources to help you with end-of-life planning, books are a great place to start.Here are some of the best books on end-of-life planning that you can read to get started.
For families coping with grief and loss, there are many resources available to help navigate the difficult journey of grief. Check out this blog post for a list.
Death is a subject that most people tend to avoid. We don't like to think about it, let alone plan for it. However, planning your own funeral is an important step that can provide peace of mind for you and your loved ones.
Losing a loved one is one of the most difficult experiences a person can go through. If you find yourself in need of bereavement leave, there are a few ways you can maximize your time off and make the most of your grieving process.
Losing a loved one can be an incredibly difficult and emotional experience for everyone involved. For the family members left behind, dealing with the grief and loss can be overwhelming and exhausting. That's where a death doula can step in to offer support, comfort, and guidance during this challenging time.
Anticipatory grief refers to the feelings of sadness, loss, and emotional turmoil that people may experience before an anticipated loss, such as the death of a loved one. In this post we'll give you ways to support your family through this tough time.
Losing a parent is a difficult and emotional experience for anyone, and it can be especially challenging for adults who have spent a lifetime with that parent. There are many different emotions that may arise during this time, such as sadness, grief, anger, and guilt.
A death doula, also known as an end-of-life doula, can be an invaluable resource for your family during the end-of-life process. Here's what they do and how you can find one.
If you or someone you know is currently grieving the loss of a loved one, it can be overwhelming to know where to begin. If you are supporting someone currently grieving, or if you have a colleague who lost someone and is in need of support, here are some things you can recommend they look into (or better yet, offer to look into it for them).
Lauren recently graduated college and is preparing herself for the “real world.” She has accepted a position to work in Washington D.C. and will officially be out from under her parent’s care. Lauren is getting ready to move and is talking with her parents about all the details of living on her own.
The sandwich generation is the classification given to the middle adult who is balancing the demands of caring for aging parents and caring for their children, all while managing a career of their own. The middle adult can be in their 30’s all the way up to their 60’s if they are a main caretaker for grandchildren or have adult children still living at home.
Asking for help can be difficult for anyone, especially caregivers. With care circles and task management, friends and family can easily help. We’ll also send you a nudge when too many tasks have been assigned to yourself.
Angie’s family has had a few unexpected tragedies occur over the past couple years. Her dad suddenly passed away in January 2020. Her Father-in-law had Parkinsons and passed away in April 2018. Neither her dad nor father-in-law had all the life documents in place necessary to help prepare for the unexpected.
Creating an advance care directive, also known as a living will or advance healthcare directive, is an important step in ensuring that your healthcare wishes are respected in the event that you are no longer able to make decisions for yourself.
It can be a difficult and emotional decision to talk to your parent about moving them into an assisted living facility. However, there are ways to approach this conversation that can make it easier for both you and them. In this post, we will provide you with some advice on how to start this conversation and things to consider when making this decision.
Losing a loved one can be one of the most difficult and emotionally trying experiences a person can go through. The pandemic has brought this topic to the forefront with some 72 percent of Americans saying they know someone who has been hospitalized or died from COVID-19.
Choosing a medical power of attorney (also known as a healthcare proxy or healthcare power of attorney) is an important step in ensuring that your healthcare wishes are respected in the event that you become incapacitated and unable to make decisions for yourself.
At the age of 54, Cynthia’s father, David, had a stroke as an unfortunate aftereffect of a routine surgery. Thankfully David was still in the hospital when the stroke happened, otherwise the results could have been much more detrimental.
A week before his 60th birthday, Ryan’s dad went in for a routine back surgery. Unfortunately, during the surgery recovery, he ran into complications and passed away a few days later. Completely unexpected.
At the age of 48, Neil’s dad had an unexpected stroke that the entire family of 4 kids had never thought about happening. Luckily, Neil’s dad was able to recover and after a few years was back to good health. Or so they thought.
Our Head of Partnerships Gabe Caldwell recently interviewed Nakia Linzie-Shavers, Owner of The Gift Life Planning Services, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Life Planning practice at The Gift, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
Our Head of Partnerships Gabe Caldwell recently interviewed Gayanne Schmid, Owner of Schmid Jacobs Law, as part of our ongoing Expert Interview Series. Their conversation covered a wide range of topics, including growing the Estate Planning practice at Schmid Jacobs Law, trends and tips for families looking to plan for end of life, and partnering with Addio. Here’s an abridged transcript of the chat.
