Organize Your Life with the Legacy Ledger: A Tool for Thoughtful Planning EP11

Organize Your Life with the Legacy Ledger: A Tool for Thoughtful Planning EP11

Today’s essential question: Do you have a solid understanding of your assets? In today's fast-paced world, it's easy to overlook the importance of organizing our financial assets. However, Santiago and Honey are on a mission to change that narrative with their innovative tool, the Legacy Ledger. The Legacy Ledger is more than just a spreadsheet; it's a comprehensive system designed to help individuals and families organize their assets effectively. Whether it's bank accounts, life insurance policies, or home assets, the Ledger provides a structured approach to asset management. With features like dropdown menus and formulas, users can easily input their information and track their assets with precision. Link to the Legacy Ledger introductory offer, expires on April 5, 2024 Link to the Legacy Ledger after April 5, 2024 Join the Facebook Group for More Info Learn more about your ad choices. Visit megaphone.fm/adchoices

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Avsnitt(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...

24 Mars 12min

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 Mars 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 Dec 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 Dec 202512min

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