Legacy Planning

This might be the most important thing I ever share. Please read and share. 🌳

When my mother-in-law passed away unexpectedly a few years ago we were shocked and also panicked. We didn’t know where any documents were. On top of grief we also waded through legal steps to help settle her estate. This is a hard journey to walk and it is harder and more expensive if planning and documents aren’t done ahead of time. It’s worth the awkward conversation now.

Reach out to your loved ones. ❤️

More than 50% of Americans don’t have a will. Let’s change that.

AWKWARD & IMPORTANT CONVERSATION STARTER

“Hopefully we won’t need this for a long time…. but do you have a will or have you thought about estate planning? <

will save A LOT of time, money and extra heartache if we create a few legacy documents now. Let’s ask a lawyer (or even start with Google) to get this done.”

Share this with parents, grandparents, siblings, friends, neighbors & do it yourself too.

🌳🌳🌳 ☀️

A few months ago, I sat chatting on the porch with a dear friend that is going through health struggles. We talked about a lot of things especially the importance of hard conversations.

Death and estate planning can be such a taboo topic, but we want to change that mentality. Instead think of planning as a GIFT and blessing for your loved ones.

Have some difficult conversations TOGETHER while you can.

Here are some helpful starting points – BUT the most important is a will designating someone as the executor of the account – it is so critical.

5 Wishes (Living Will): https://www.agingwithdignity.org/five-wishes

http://thelastvisit.com/wp-content/uploads/2014/09/5-Wishes-Advanced-Planning-Guide1.pdf

Power of Attorney forms: https://powerofattorney.com/

Dave Ramsey –

Legacy Drawer https://www.daveramsey.com/blog/legacy-drawer-keep-your-family-prepared

Love Drawer – https://www.daveramsey.com/askdave/estate-planning/8113

Please make sure these documents are kept in a fireproof location and filed with your state if applicable.

When a loved one passes away….

Contact your church and a local funeral home. They will help you through decisions for the service.

And many people have asked ideas on how to help when a loved one passes away…. prayer, be there, don’t say “I’ll help with whatever you need” because honestly we don’t know what that is on our grief – offer to come to laundry or watch the kids or run an errand or just sit together.

Also, in lieu of flowers consider donating to a local charity or give meal gift cards to the family. Flowers were an added stress after the funeral – they all had to come home with us… we ended up giving them to a nursing home. Coordinate with a group if you want to provide a couple of special arrangements or a plant. The sentiment is so sweet, I learned the practical side when we were juggling all the logistics.

And if someone sets up a meal train consider setting out a cooler for items to be dropped off on your porch if you don’t feel like visiting. Paper goods are helpful so you don’t have to do dishes.

After all the initial paperwork and decisions you’ll need to make a plan for their personal belongings. Recruit some help… maybe a friend that wasn’t as close to the loved one… sort items to be given to family members first, the donations and other items. Consider an estate sale company if needed.

As you go through all the motions give yourself time to breathe and rest. Over the coming months and years it will be so important to process emotions perhaps including counseling, journaling, Emotional Release with essential oils, visiting with friends, prayer and quiet time. I’m happy to share more of our journey, just ask.

Community is so important. Grief is a journey.

🌳

#legacy #magnifyJOY #conversationstarter #estateplanning

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