Turning Uncertainties Into a Planning Process EP1

Turning Uncertainties Into a Planning Process EP1

Thinking about your legacy isn’t always top of mind. Thoughtful Planning Hosts Santiago and Honey Bueno didn’t give it much thought either, until the opportunity to learn more about what legacy and end-of-life planning really meant. Creating trusts and making sure the legal details are complete for your heirs can feel like it’s only for the super-wealthy. That’s why this husband-and-wife team want to have these conversations. Planning is for everyone, especially if you have kids who’ll be the ones left to sort things out. “Turns out trusts are for everyday people like us juggling jobs, family, and everyday life. We wanted to create a roadmap, especially for our adult kids.” After deployments in Iraq and Sudan and being at the Pentagon on 9/11/2001 Santiago shares that thinking “what if” became more than an exercise about what could happen. Hear how they came to the decision to learn more and begin putting their plan in place. Educating themselves is why they want to help others. There’s no roadmap, just a lot of questions in search of answers. Join them as they share solutions that have helped them, and the questions that are still on the table. “Getting your stuff in order is kind of like assembling Ikea furniture. It takes time, it takes patience, . . . and every piece of paper, every call is a step closer to peace of mind. We're taking you on this journey with us.” Santiago and Honey Bueno Connect on Facebook Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(65)

When Life Changes: Revoking Power of Attorney in Texas | S3EP64

When Life Changes: Revoking Power of Attorney in Texas | S3EP64

Episode Summary: When life changes, moving, marriage, or shifting relationships, you may want to change who can make decisions for you. In this episode of Thoughtful Planning, Honey and Santiago expl...

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Parents + 18-Year-Olds: The “Just-in-Case” Form for Money Emergencies | S3EP63

Parents + 18-Year-Olds: The “Just-in-Case” Form for Money Emergencies | S3EP63

Episode Summary: When a young adult turns 18, parents no longer automatically have access to their child’s finances. That can create problems during emergencies, especially if money needs to be moved...

10 Mar 21min

Turning 18? Health Forms to Consider for Families (Recap + Updates) | S3EP62

Turning 18? Health Forms to Consider for Families (Recap + Updates) | S3EP62

Episode Summary: If your teen is about to turn 18, common checklists may miss key details. In this recap of Thoughtful Planning, Honey and Santiago review essential health related forms discussed in E...

24 Feb 20min

HIPAA & Your Teen: The Form That Could Save Time, Tears & Trouble | S3EP61

HIPAA & Your Teen: The Form That Could Save Time, Tears & Trouble | S3EP61

Episode Summary: When a child turns 18, parents lose the legal right to access their medical information, even in an emergency. In this episode of Thoughtful Planning, we reveal why a HIPAA Authorizat...

10 Feb 18min

When They Turn 18: A Parent’s Legal Wake-Up Call | S3EP60

When They Turn 18: A Parent’s Legal Wake-Up Call | S3EP60

Episode Summary: The day your child turns 18, everything legally changes. Overnight, parents lose access to their child’s medical records, even in emergencies. In this episode, we guide parents on ho...

27 Jan 18min

Who Will Speak for You? Choosing a Medical Power of Attorney | S3EP59

Who Will Speak for You? Choosing a Medical Power of Attorney | S3EP59

Episode Summary: If you're in the hospital and can't speak for yourself, who makes the medical decisions? In this episode of Thoughtful Planning, Honey and Santiago explore how to choose the right Med...

13 Jan 9min

Living Will: How to Complete the Texas Directive to Physicians (Part 3 of 3) | S3EP58

Living Will: How to Complete the Texas Directive to Physicians (Part 3 of 3) | S3EP58

Episode Summary: You've done the thinking work and considered your addendums. Now it's time to complete your Texas living will and make it legally valid. Walk through the form step by step and learn h...

31 Des 202519min

Living Will Addendums: 4 Documents That Could Strengthen Your Advance Directive | S3EP57

Living Will Addendums: 4 Documents That Could Strengthen Your Advance Directive | S3EP57

You've completed your living will, but what happens when your basic directive doesn't cover specific situations? Learn about four addendums that can strengthen your living will and hopefully help your...

16 Des 202512min

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