Updating ‘4 Plans’ - Life Before Death

The world has a plan for your Self, Stuff, Circle, Legacy - but you can still personalize any or all of it!   Healthcare advance planning, starting with POA conversations, continuing to estate planning beyond your will and POA documents, in between, reweaving the fraying fabric of your support circles, and building and preserving your pride, reviewing your regrets, to make more of the former, less of the latter!

Checklist for New Year 2025

Include a friend in your conversations about taboo topics - not if, but when, somebody speaks for me, my “4 Plans” for Self, Stuff, Circle, Legacy

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#1. SELF

Who makes medical decisions for you, when you can’t? How do they know what you want - if you don’t? Click here for a worksheet, or the image for more about Power of Attorney for Personal Care!  See you online, or onsite!

Zoom Link

#2. STUFF

Who makes financial choices for you, when you can’t?  How do they know what you want - if you don’t? Click here for a worksheet, or on the image for more background!

#3.  CIRCLE

Mending the fraying fabric of our networks, worn by mobility, morbidity, mortality: who is your ‘posse’, ‘in the loop’ yesterday, today, and tomorrow?  What’s a ‘genogram’ or ‘ecogram’?  What’s the difference between grief and mourning?

Zoom Link

#4. LEGACY

If? When! I Die… what’s the plan?  What pride, what regrets - what predictable preventable issues left to others? What can you do next, to make that better?

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