Legacy Therapy

Stacey chats with Tina BQ Tran who shares the story of her own mother who was afraid to plan for her death because she inherited the belief that by doing so she would be attracting her death to come quicker. Can you imagine trying to figure out what your loved one would want if they were in a coma for several months with no written instructions of their wishes? This work aims to make it so you’ll never be put in that position.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

Get in touch with Tina:

quintessentialenergyfocus.com

Stacey chats with Don McCue today who is here to bust the myths surrounding reverse mortgages. Many people view a reverse mortgage as pretty binding, but that’s just not the case. You can still sell your house whenever you’d like, you can pass your home down to family members, etc. The only stipulation is the home must be a primary residence.
 

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

To get in touch with Don McCue:

626-482-9771

Lee helps people determine and arrange what would make them comfortable at the end of their life. She discusses what a gift it is for family to not have to make hard decisions while their life is already feeling upside down.

Key Takeaways:

• Lee has found in her work that the more people prepare for the inevitable, the less fear of the future they bring into their day-to-day life.
• Lee offers a six-week course that guides them through this process.
• Grief is never the same for two people.
• Be kind to yourself, there is no right way to grieve. However you’re grieving, it’s ok!

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

Sharilin helps seniors (and their adult children) downsize in a delicate way. She understands the attachment that comes along with many items and she helps with gradually easing into letting belongings go.

Key Takeaways:

• Sharilin specializes in delicately disposing of belongings to help seniors downsize. For example, old blankets get donated to animal shelters so they can have something snuggly. Nothing is ever wasted.
• A lot of people put off the daunting task of downsizing, but if you can do it yourself (or with help), you won’t leave the burden to others.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

To get in touch with Sharilin, please visit:

packmyparents.com

info@packmyparents.com

714-388-6304

Francesca shares the story of everything that transpired after her Mom unexpectedly passed away from an asthma attack when she was 13-years-old.

Key Takeaways:

• If you are a parent, especially if you are a single parent, appropriate pre-planning is essential to ensuring your children will be taken care of if you pass away or become unable to take care of them.
• If you don’t pre-plan, they could become the victims of a very sad childhood.
• Give them the gift of the childhood they deserve by ensuring they won’t have to be involved in a custody battle or foster care, no matter what.
   

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

Melanie Prather Studer chats with Stacey about her work as a parenting mentor.

Key Takeaways:

• Most people don’t prepare their legacy (Emergency Info File) because of procrastination and denial.
• If you are a parent with children under the age of 18, and you and your spouse both died tomorrow, would they know what to do? 

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

To get in touch with Melanie:

Website: https://www.parentinghighschoolers.com

Facebook: https://www.facebook.com/parentinghighschoolers

Instagram: https://www.instagram.com/parentinghighschoolers

Youtube: https://www.youtube.com/channel/UC7T_-4m6MjUwc8hln4ShjrQ

Email: mel@parentinghighschoolers.com

Podcast: https://parentinghighschoolers.com/podcast/

Lisa Adams talks with Stacey about her work as an advocate and support system for caregivers.

Key Takeaways:

• Most caregivers are between the ages of 30 and 64
• 27% of caregivers are between the ages of 15 and 29
• Caregivers biggest struggle is juggling a full-time job and caregiving. When do they have time to focus on themselves?
• How can caregivers ask for help to avoid caregiver burnout?

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan
 

To connect with Lisa Adams:

Website: heart.support

Facebook: Lisa Adams Coaching

Join the private Facebook Group: Caregiver Connection Support Group

Email: Lisa@heart.support

Stacey talks to Mary Greenlee about gathering life’s important facts for the inevitable transition. Mary got started in this work when her husband died within six days of being diagnosed with pancreatic cancer. After this happened, she was buried in a pile of paperwork because she had not only her own house to manage, but a law practice and five start-up businesses her husband had began. She now works to assist others in gathering their information and facts. She and Stacey have a lot in common and it shows throughout this conversation. 

Key Takeaways:

• The greatest gift you can leave for your loved ones is an easeful, organized death. You want them to be able to focus on people, NOT paperwork during such a difficult time.
• Do not put all of your faith in an expert such as an attorney. It is up to YOU to make sure you’ve Got It Together.
• The goal is to keep all of your information FASS - Fireproof, Accessible, Safe, and Secure.
• Even if you don’t have anyone that you’d like to leave your money or assets to, why not leave it to a charity or someone deserving of that gift? If you don’t designate someone, the state will just take it. Is that truly what you would want?
• This work is like a thousand piece puzzle. It doesn’t get done in a day, you come back the next day and the next day after that.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

To get Mary’s book, please visit:

www.lifefactsbook.com

Jeanne Gormick is a long-time friend of Stacey’s and she is here today to tell her story. She and Stacey discuss the ins and outs of being prepared, from having the tough conversations with your loved ones to making sure your bills are on auto-pay.

Key Takeaways:

• Automatic payments can be a lifesaver in the event that you end up in the hospital. Your bills will still be payed and you won’t have to worry about it.
• Adult children should develop the confidence to be more involved in their older parent’s bills and finances to understand what is going on / what would need to be done if something were to happen.
• COVID has been an eye-opener in terms of being pre-prepared for the unexpected.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif

Dr. Karen Wyatt and Stacey discuss Karen’s work in hospice care. After she lost her father to suicide, she was deeply hurting while ruminating over not being able to save him despite being a doctor. This catapulted an entire career shift where she realized she wanted to work in end-of-life care. She wanted to be able to help people determine how they would like to leave this world. She also comes away with some fascinating stories and tidbits of advice, which she shares with us today.

Key Takeaways:

• When surveyed, the majority of people say they would prefer to die in their home as opposed to dying in the hospital. And yet, the majority of people die in the hospital. This is because they don’t pre-plan or make their wishes clear.
• Pre-planning is truly a gift for your family. You save them from all the extra work, stress and possible conflict as they are grieving the loss.
• Roughly only 1 in 3 people have completed an Advance Directive. Don’t let your end of life care be up to fate, make those decisions today. It’s never too early, but it could be too late.

Get in touch with Dr. Karen Wyatt:

eoluniversity.com

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif

Robin Quinn Keehn had the ideal situation. Her Dad was very well prepared, so by the time both of her parents passed away, it was an easy time for she and her brother. They knew exactly what they needed to do, who to call, how to get everything done after they had passed. It was a really lovely gift and an amazing testimony to the nature of this work.

Robin is the founder of The Quitting Culture. She helps entrepreneurs & business owners get clear on their purpose, develop the mindset of finishing strong, and take intentional action to reach their most personal goals.

Key Takeaways:

• It was a gift for Robin to be able to cope with the loss of her parents without having to deal with all of the other side effects. You can leave this same gift for your loved ones.
• Robin has a client who has been dealing with her Dad’s estate for over 6 years. This is a REAL problem that can become a REAL burden. Don’t let it be that way!

Check out Robin’s work at QuittingCulture.com

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

Megan Bozzuto received a phone call from her husband in Las Vegas while he was mid-stroke and unable to communicate. Upon her arrival at the hospital in Las Vegas, she was met with many unanswered questions and uncertain situations. She had to deal with insurance to get flights booked to transport him back to the hospital in Boston, arrange care for her children for several weeks while she stayed in Vegas with her husband, and more. This opened her eyes to the world of pre-planning and the blessing that it is when you’re put in a stressful, emergent situation.

Key Takeaways:

• This course and planning are not just for what happens if die. It’s also for planning what happens in an emergency health situation where you are unable to communicate or make decisions for yourself.
• If you continuously put this planning off, the sense of urgency of it will wane. Until it’s too late. Sign up today!

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

Maggie Tinsley joins us to talk about My Living Voice, which is a secure, online platform that guides you through advance care planning. It gives users the opportunity to name their healthcare proxy, to clarify their treatment preferences, and helps them understand the various options and terminologies. After you name your healthcare proxy and treatment preferences, it allows you to make it a legal advance care directive in the state in which you reside. This document can then be shared with your loved ones or your medical team. My Living Voice takes all of the guesswork out of this process. You can even select which states you’d like it to be valid in.

Key Takeaways:

• Some states require a notary for an advance directive to be valid
• In some states, the witness cannot be the person named as your healthcare proxy
• My Living Voices will take you through the process step by step (including filling you in on the state by state information/differences as mentioned above)
• Your gut reaction might be to designate your spouse or someone close to you as your healthcare proxy. It’s important to have a conversation with them to ensure they would be able to make tough decisions, despite being emotionally involved. It’s also important to ensure they would honor your wishes.
• This can be personalized completely, down to what music you want to be played, how warm you like it to be, who you DON’T want present, etc.

To access the resources discussed by Maggie today, please visit:

MyLivingVoice.com

VitalDecisions.net

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

In this episode, Renay Teper of Dignity Memorial discusses her work helping families make decisions and pre-plan their final arrangements. They touch on the fact that pre-arranging your final plans is NOT superstitious, but rather a gift to your loved ones.

Key takeaways:

• Pre-planning your final arrangements is a gift to the living people you leave behind.
• Pre-planning does not mean you will pass away sooner, it just means that if anything unexpected were to ever happen, you are prepared and your family would be able to mourn without having to make many hard decisions.
• Pre-planning will also give you the peace of mind of knowing you will be buried where you’d like to be, your ashes will be spread somewhere you love, etc.
• NOW is the best time to plan.

Renay Teper’s Contact Information:

To have a free conversation with Renay about your final resting wishes, please feel free to give her a call at 949-939-6751 or send an email to: Renay.Teper@dignitymemorial.com

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

In this episode, Laura Thatcher discusses the guardianship nomination process. She explores many different scenarios involving guardian appointment, the difference between a physical guardian and a financial guardian, etc. Be sure to grab a copy of Laura’s “How to Pick a Guardian” worksheet, information down below.

Key takeaways:

• If you do nothing else, put in writing who you want to be the guardian of your children should something happen to you. Sign it and date it. Even better if you can get it notarized.
• If you and your spouse can’t agree on a guardian for your children, just create your own lists separately. That is much better than having no one designated and risking your kids ending up in Child Protective Services.
• Contrary to popular belief, a child’s godparent is NOT legally the automatic guardian if something happens.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
 

CLICK HERE for Laura’s Choosing a Guardian For Your Child worksheet!

Laura’s Website and Contact Info:

www.thatcherlawgroup.com

310-305-4646 (text or call)

Laura@thatcherlawgroup.com

In this episode, Ian Blei talks about:

• Being prepared, not only for yourself but for your aging parents.
• Being aware of your parent’s financial situation before it escalates to something uncontrollable
• Assisting them in creating a budget that is manageable (an expense spreadsheet)
• Differentiating between controllable and uncontrollable expenses

Key takeaways:

• Are you aware of your aging parent’s financial situation?
• Are they paying the bills?
• Are they still mentally present enough to keep up with everything?
• It is so important to make sure systems are in place BEFORE they can no longer be deemed competent enough to designate you to be responsible for their financial decisions
   

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

In this episode, Jill Lublin shares a cautionary tale for anyone on the fence about legacy planning. They discuss all of the unforeseen hoops you may need to jump through to receive insurance benefits, unclaimed money, etc. if you don’t have it all explicitly laid out ahead of time. Get it together now, so things don’t go wrong later.

Key takeaways:

• Don’t end up in a position like Jill’s without legal access to your loved one’s possessions.
• If you are someone’s adult child, it would be wise to ensure your parents have a plan in place to prevent potential burdens later on.
• Get it together NOW.
• Jill is offering a free masterclass on publicity to help you get your message out! See below for details.
   

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

Jill’s FREE masterclass on publicity to help you get your messaging correct and out into the world:

jilllublin.com/publicity

Click here to join her kindness group which works to spread happiness and positivity:

jilllublin.com/yearofkindness

In this episode, Nancy Gordon talks about her Xolo dog named Toaster. Xolo’s are hairless dogs with a history of healing humans dating back 3500 years ago in Ancient Aztec culture. Toaster acted as a service animal, assisting Nancy in relieving her chronic pain.
 

Nancy and Stacey discuss the love and bond that can exist between pets and their owners and how to navigate their grief when they experience the loss of their owner. They also discuss several options you may have to put a plan in place for what will happen to your pet if something should happen to you.
 

Key takeaways:

• Don’t leave your pet without a plan.
• Having a plan already in place for your pet will be one burden you take off of the people you leave behind.
• Closure is one of the biggest keys to navigating through grief smoothly, for our pets as well.
• When you experience loss, it’s important to deal with the feelings. Whatever they might be: grief, anger, depression, etc. You won’t stay stuck in!
• There is a bonus module in the Emergency Info File Course designated to pets and what will become of them when you are no longer able to care for them.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed
 

To watch Nancy Gordon and Toaster featured on Animal Planet:

https://nancygordonglobal.com/featured-on-animal-planet

Contact Nancy:

nancy@nancygordonglobal.com

Email Nancy and mention the podcast to receive a 30-minute complimentary consultation

In this episode, PK Eastman talks about her experiences discovering the truth about her family’s finances.

• For years she was unaware of her financial standing because her husband handled that part of their life.
• She discovered that they were in over their heads between tax payments, debt, insurance policies, etc.
• She became scared, distrustful, stressed, worried.
• She lived meagerly in a condo for 3 years after her husband passed away and she lost their home.
• She was able to rebuild her life, however she cautions our listeners to take preventative steps to avoid going through what happened to her.

Key takeaways:

• Don’t be embarrassed to ask for help in understanding your finances. It could help you prevent getting in over your head later on down the line!
• Anger is always the outward expression of inner feelings. Such as tired, hurt, afraid, hungry, etc.
• You can bounce back!
• If you are in the dark about your finances, it’s very important to take hold of that and get in-the-know!

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

In this episode, Lorrie Richins talks about:

• Speaking the language of what it’s like to survive emotional and physical trauma.
• She explores the idea that their are pearls within our painful and traumatic situations which make them valuable to us moving forward. It was not for nothing.
• Lorrie and Stacey discuss how important it is to leave a clear and easy path for your family if you become unable to make decisions or after you pass away.

Key takeaways:

• It’s important for people to understand and recognize: When people are experiencing PTSD, it will come after you feel like you’re in a safe environment.
• It’s important to stop toxic and harmful patterns of behavior before building new patterns.
• Your power lies in what you can do for yourself NOW.
• Parents: be approachable. Open doors and allow your children to be able to tell you anything. Be willing to give them the support that they deserve.
• Do whatever you can do to simplify things for your loved ones while on this earth but especially after you go to spare them from experiencing the trauma of trying to handle everything.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif
 

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

If you are a service professional and would like to be a guest, please complete the Industry Professional Application at https://legacytherapypodcast.com/getinterviewed

Lorrie’s information:

Her book - Fortified: 10 Strategies to Strengthen Your Family and Live a Meaningful Life

Lorrie is offering a free chapter and a free session with her as a life coach to Legacy Therapy listeners.

Receive the free chapter and free session by visiting wholefamilymentoring.com and emailing her. Be sure to mention you are a Legacy Therapy listener!