Legacy Therapy

Robin Quinn Keehn joins us today to share her unique story of how prepared her parents, specifically her dad, were for their ultimate death. Her Dad made sure that she had all of the passwords, showed her where his organized financial papers were, his funeral was already organized after he passed away, etc. She is the perfect example of what a gift this work is to the loved ones you leave behind. You can never do this work too early, but you can find yourself in a position where it’s too late. Start today!

Megan Bozzuto joins us today to talk about her husband who had a stroke on a business trip in Las Vegas last year. She had to find someone to watch her three young children, hop on a flight to Vegas, and when she got there he was unable to speak because of the stroke. She was left with many unanswered questions. How would they get home from Las Vegas? Who should she notify in his company that this happened to him. He was responsible for paying all of their bills and was suddenly unable to communicate. How would she find the logins to get in to pay their bills in time? This situation made her very aware of the gaping holes in their emergency/legacy planning.

Maggie Tinsley is one of Vital Decisions Clinical Account Executives, she works closely with established clients to provide training on Vital Decisions programs, assists in identifying members who would benefit from advance care planning (ACP) based on their medical diagnoses and serves as an overall clinical resource for clients and their teams.

Renay Teper is a Pre-Planning Advisor with Dignity Memorial. Renay enjoys helping families pre-plan their final arrangements hopefully without time or health constraints. Pre-planning provides peace of mind to oneself and loved ones. There are many options for funeral and cemetery arrangements and these choices are very personal. Renay finds satisfaction in helping families navigate these options based on their personal experience and choices.

Laura Thatcher joins us today to discuss the ins and outs of selecting a guardian for your children if you should ever pass away. Laura compares it to football: you have your starting quarterback, but then you also have your 2nd string and even 3rd and 4th string quarterbacks. Selecting a guardian should be the same way. You want multiple options to ensure you are fully covered in multiple scenarios.

Ian Blei joins us today to tell us his story. After his mother woke up from a coma, Ian was left with the realization of how uncontrollable her financial situation had gotten. Many bills were going unpaid, there was no budget in play, she was beginning to receive some scary letters with final notices, etc. Ian stepped in, took over and helped her create a system that will ensure everything is getting paid and she is living within her means.

This opens up the important conversation about being prepared for the unexpected. With the Emergency Info File course, you can expect to get everything situated for an unexpected illness or death, but also for while you’re still healthy and alive. It is not uncommon for our students to discover discrepancies in their insurance policies, beneficiaries, etc.

Jill Lublin joins us to share the heartbreaking story of having to buy back her mother’s sentimental possessions from an auction house after she was moved to a group home because of her dementia. Jill took on huge financial responsibility for her mom’s end of life care due to poor planning. She is here to say “Get it together NOW before it’s too late.”

Nancy Gordon joins us to talk about her service dog Toaster. Toaster was a Xolo, which is a hairless dog with a long history of healing humans in Ancient Aztec culture. This opens the conversation up to what happens to our beloved pets after we pass away. Nancy and Stacey talk about assisting pets through their grief and leaving them with a plan in place that ensures their wellbeing.

PK Eastman joins us to tell her story of what happened after her husband passed away. For years, she was in the dark about her family’s finances because her husband handled everything. She was aware of their spending, she would buy things for the house here and there, they purchased a motorhome, but she did not know anything regarding their input versus output. Then, he passed away and she was left dealing with the collateral damage of their massive tax bill.

Lorrie Richins has spent a lifetime learning about the value of pain in our lives. Lorrie works as a family empowerment coach to help people understand the gift they’re being given even if it comes in an ugly package. She helps people unpack harmful patterns of behavior to let them dissolve and be replaced by beneficial patterns.