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Rayna Neises, ACC, host, and Karen Weaver, PCC, co-host, reflect on last week’s interview with Catherine Hodder, Esq. who shared her estate planning expertise. Additional insights discussed:
- By first completing your estate planning, you can frame the conversation by sharing your experience vs. just telling your parents what to do.
- It is important to know that the person selected to serve as Medical Power of Attorney understands what you want, what is important to you, and that you can trust them to follow through with your wishes.
- You have to keep revising your documents to make sure that they are as up-to-date as possible.
- Asking questions is powerful and asking them in an ongoing conversation over time is critical.
- A reality check can help because the finances may not always match up with the desires.
- Having conversations ahead of time can help avoid the fights and items can go to people who will appreciate and value them.
- Taking the time to create the binder of information can be the greatest gift that you give.
