Advanced Directives and Your Family, Your Plan

Advanced Directives and Your Family, Your Plan

October 23, 2020

Welcome to the Weekly SUMmary - 10/23/2020

The Coronavirus. A market crash. Civil unrest. A market recovery. An election. 2020 Seems like one of the craziest years anyone could have ever gone through. With Halloween just around the corner, now seems like an appropriate time to address scary subjects.



Obviously we all hope that we will continue to stay safe and healthy forever. At some point though, tough conversations need to be had.

Do you know what an Advanced Directive is?

"An advance care plan is a document that helps to ensure the health care treatment you receive is consistent with your wishes should you be unable to make your own decisions or speak for yourself."

If a person has ever thought of what could happen, it is likely we've also considered what decisions we would make in that instance. What we want and what the ones we love want can vary dramatically. Especially our wishes for our loved ones and their wishes for themselves can often be conflicting. This makes it ever more important to have a legally binding document to avoid harder conversations, arguments, battles when that time comes.

As I complete this post, I received a call from a recent friend's spouse with the worst news. This hammers home the need to put things in order.

There will be a free webinar hosted next Wednesday that will help you understand this topic and walk you through a step by step guide for creating an Advanced Directive.

Preregistration is required. We are currently out of stock on physical copies, but if you'd like a digital workbook, please reach out.

Register Here

Topics like this are just one piece of a larger plan that everyone should have in place, whether you are working with a team or doing this yourself (DIY). See more about what should be addressed in a prior blog.

Start the process. Regardless of how. For the ones you love.


This is meant for educational purposes only.  It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions.  (10/20)