When most people think about estate planning, their minds go straight to wills, trusts, and what happens after they’re gone. But what about protecting yourself and your family while you’re still living? A medical crisis can come out of nowhere, and without the right documents in place, loved ones often deal with confusion, delays, and heartbreaking decisions they were never prepared to make.

In this episode, we’re thrilled to welcome attorney Liz Nolin back on the podcast to explore the often-overlooked side of estate planning: medical planning. Liz shares why documents like advance directives, living wills, dementia directives, HIPAA waivers, and final disposition instructions are essential—not just for honoring your wishes, but also for relieving your family of overwhelming guilt and stress during the most difficult moments that families deal with.

From understanding the difference between a living will and an advance directive to avoiding the myth that “my spouse or parents will automatically handle everything,” Liz shares her expertise and the practical steps you can take to protect yourself and your loved ones. Whether you’re 18 or 80, she explains why medical planning is one of the greatest gifts you can give your family.

KEY TAKEAWAYS: 

• One Medical Document Everyone Should Have
• Medical Documents Prevent A Lifetime of Guilt 
• How Not Having Medical Plans Wastes Valuable Time 
• The Most Common Myths About Medical Planning
• DIY Forms vs. Custom Legal Guidance
• Liz’s Three Pieces of Advice for Medical Planning

SHOW NOTES

Get full access to the show notes and resources mentioned by visiting: https://arcadia.financial/liz-nolin-aging-and-medical-issues

DISCLOSURE:

Arcadia Wealth Management, LLC (Arcadia) is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) and the state of New Hampshire. The information presented in this video is for educational and informational purposes only and is intended for a broad, general audience. It is not intended as, and should not be construed as, an offer, solicitation, or recommendation to buy or sell any securities or to adopt any investment strategy. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, philosophies, or client experiences are illustrative and may not be representative of all clients or outcomes.

Arcadia Financial has a reasonable basis to believe that this content does not include any false or materially misleading statements and presents information in a fair and balanced manner. No portion of this communication should be construed as tax, legal, or accounting advice. Please consult your own tax or legal professional for guidance specific to your situation.

Investment advisory services are provided through Arcadia Wealth Management, LLC, an SEC-registered investment adviser. Insurance products and services are offered through Arcadia Financial Group, LLC, by appropriately licensed agents. Bookkeeping and tax preparation services are provided by Arcadia Tax, LLC. These affiliated entities operate independently but are under common ownership.