A life-altering medical diagnosis creates an opportunity for us to come alongside our clients and offer opportunities to start the conversation with their families about end-of-life matters, “put their house in order” and create inventories of important papers for heirs and estate planning. Then when a person dies, the second inventory of tasks for the executor/personal representative is required to complete the estate process. This brief summary will assist the professional in knowing where to start. Listen as Chaplain, Pastor and CFP Libby Boatwright shared advice learned from counseling hundreds of people over 30 years on end-of-life issues.
10.25.2022 - Estate Planning
The Last Things We Talk About: End of Life Estate Planning Map
Presented by Libby Boatwright, CFP,