Life-Giving Communication About Estate Planning
The catalyst for my book, Baby Boomers +: A Guide to Designing These Years, Honoring the Full Circle of Life and Creating Life-Giving Conversations was a presentation on which I collaborated with Lew Forbes, a now retired financial planner in Atlanta, GA.
Lawyers work with clients to prepare and complete legal documents that assure all is in order before one’s death or significant limitations.
Once completed, it often feels challenging to speak about the documents with those who most need to know; however, doing so with courage, integrity, guidance, and love, the conversations are what I call “life-giving.” The value of such conversations is immeasurable for both the “giver” and the one who receives.
I am passionate about helping people design these essential conversations in a way that honors the uniqueness of their situation.
I have been on both sides – documents prepared and no existing documents. I have also witnessed the burden of having to rush legal decisions and create documents due to unexpected circumstances.
This has fueled my desire to speak to groups and work with individuals to design conversations that matter as much as the completion of the documents. When both happen in tandem, there is freedom from regret and an estate can be processed with ease.
While I initially wrote the book for my generation, the so-called Baby Boomers, I now advocate for basic documents and communication about them being done in the early adult years. All can be updated as needed.
It is my deepest desire to replace procrastination and fear with courage, confidence, and commitment to embrace the important step of communication.
Contact me to discuss speaking to a group or to work individually. I look forward to serving you.
P.S. We will also dip into some beautiful, impactful metaphorical wells as they fit this work.