Financial planning

Include Next Generation In Estate Planning Process

May 9, 2016

If you think you have run out of things to talk about with your adult kids, how about a worthwhile chat about incapacity and death? That’s certainly going to get their attention and a photo worthy reaction…usually a wide-eyed look that says “it’s time to head for the hills!” 

We need, however, to ensure that our next of kin are fully prepared and understand what we want should we become incapacitated or die.

Russ Thornton of WealthcareForWomen.com invited Barbara Bates Sedoric, Founder of LastingMatters, to share her story with his audience about the critical importance of end-of-life conversations.

Raymond James interviewed Barbara Bates Sedoric for their "TrustWorthy" newsletter spotlight to introduce The LastingMatters Organizer to their advisor network. Advisors are using this Organizer to ignite meaningful conversations and to deepen their relationships with multigenerational clients.

Overlooking the Obvious? It's Time to Include the Next Generation in Your Planning Process

July 22, 2015

If you think you have run out of things to talk about with your adult kids, how about a worthwhile chat about incapacity and death? That’s certainly going to get their attention and a photo worthy reaction…usually a wide-eyed look that says “it’s time to head for the hills”! 

We need, however, to ensure that our next of kin are fully prepared and understand what we want should we become incapacitated or die.