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10.25.2022 - Estate Planning

Attendees Rating:

Excellent (88%)
Average (12%)
Below Average (0%)

Comments
A few comments from listeners:

Wonderful having Libby move this topic from academic theory to practical experience!
- Ralph W.

Great resources noted and good info that she shared. I know I should address some of these items for myself before I age.
- Lauren D.


I had never heard of a POLST before, but I'm glad Libby mentioned them today. I have two elderly clients who should consider the POLST form.
- Lindsey F.

Great pace for information sharing, not to fast or too much detail to get lost. Her differentiation between HIPAA authorization, Advance care directives, POLST was excellent.
- John R.

Really important items here to talk about with client. Very useful reminder.
- Robert T.

Good information. It's helpful to be reminded of all of the things we need to think about ourselves and to help our clients with.
- Michelle L.
The Last Things We Talk About: End of Life Estate Planning Map
Presented by Libby Boatwright, CFP,
Libby Boatwright

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.

Attendees Comments:

A few comments from listeners:

Wonderful having Libby move this topic from academic theory to practical experience!
- Ralph W.

Great resources noted and good info that she shared. I know I should address some of these items for myself before I age.
- Lauren D.


I had never heard of a POLST before, but I'm glad Libby mentioned them today. I have two elderly clients who should consider the POLST form.
- Lindsey F.

Great pace for information sharing, not to fast or too much detail to get lost. Her differentiation between HIPAA authorization, Advance care directives, POLST was excellent.
- John R.

Really important items here to talk about with client. Very useful reminder.
- Robert T.

Good information. It's helpful to be reminded of all of the things we need to think about ourselves and to help our clients with.
- Michelle L.