Legacy Planning
As I've navigated my own life and career, I've come to understand a crucial truth: some of the most difficult conversations are often the most important. That's why I tackled the "elephant in the room"—end-of-life planning—in this poem.
The poem explores why confronting these vital decisions—about wills, trusts, and directives—is not just about legalities, but about safeguarding your loved ones from heartache and financial uncertainty. By taking control now, you grant them immense peace, security, and trust during a time that will already be challenging.
This isn't just about documents; it's about a profound act of love. I invite you to read my poem and discover how addressing the "elephant in the room" can bring immense comfort to both you and your family. Be sure to go to the helpful checklist linked near the poem's conclusion.
More Resources

Legacy Planning
The Heart of Wealth Management: Ignite Philanthropic Conversations!
Proven Scripts to Connect Clients with Their Charitable Passions
Are you ready to deepen client relationships and offer truly holistic financial planning? In my article, I share practical strategies and sample scripts to help you confidently discuss charitable giving with your clients. Discover how these conversations can transform your practice and create a lasting ing impact!