Thoughtful Planning Podcast Por Santiago and Honey Bueno arte de portada

Thoughtful Planning

Thoughtful Planning

De: Santiago and Honey Bueno
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Life doesn’t always go as expected. That’s why planning for contingencies is so important. The Thoughtful Planning podcast will help you understand why having these conversations, and making these decisions are so important. Putting a plan in place gives your family peace of mind knowing and understanding your choices. Reduce stress and anxiety about finances, insurance, and your final wishes. Husband and wife hosts Santiago and Honey Bueno share the steps they’ve taken and explain the questions they are still considering. Create a plan now, while you’re able to thoughtfully consider how you’d like things handled. Santiago and Honey share advice with compassion and understanding. They know that hard conversations need to happen, but you don’t have to be alone as you begin your planning Journey.@Legacy Toolkit LLC 2024
Episodios
  • Who Will Speak for You? Choosing a Medical Power of Attorney | S3EP59

    Who Will Speak for You? Choosing a Medical Power of Attorney | S3EP59
    Jan 13 2026
    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 Medical Power of Attorney, someone who can handle the pressure, respect your wishes, and ask the tough questions. Essential Question: How do you choose the right person to be your Medical Power of Attorney and start that conversation? Episode Highlights: [02:16] What this document is and why it matters [04:01] How to select the best person for the role [05:50] Tips to start the conversation with confidence Action Steps: ✅ Choose your medical agent and backup ✅ Talk to them about your values and wishes ✅ Write down their names and addresses ✅ Write down their names and addresses ✅ Tune in to the next episode to complete your paperwork Resources: - Caring Info: https://www.caringinfo.org/resources/?_planning_topics=communicating - The Conversation Project: https://theconversationproject.org/ Questions? info@legacytoolkit.com Disclaimer: We are not attorneys, financial advisors, or medical professionals. Everything shared is for educational purposes only. We focused on Texas laws; research the laws in your state. Consult an estate planning attorney for complex situations. 🎧 Subscribe and leave a review to help more families plan for life’s “what ifs.” #MedicalPowerOfAttorney #FamilyPlanning #ThoughtfulPlanningPodcast #HealthcareDecisions #EmergencyPlanning Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 m
  • 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
    Dec 31 2025
    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 how to sign, notarize, and store your document so the right people can find it when needed. Essential Question: How do you turn your medical treatment preferences into a legally valid living will? Episode Highlights: [00:00] Opening: The 20-minute project you've been putting off [00:40] Welcome and disclaimer [01:12] Essential question [01:32] Recap of episodes 56 and 57 [02:42] Two options to access the form [04:18] Walking through the eFileTexas site [05:38] Terminal and irreversible condition questions [06:33] Naming your advocate (placeholder option) [08:26] Additional requests and addendums [10:33] Legal resources [11:32] Signing: witnesses and notary [13:14] Storing your document [14:38] You can do this in under 30 minutes [15:41] Essential question answered [17:19] Next episode preview [17:37] Timing options Takeaways: ✅ If you've done the prep work, completing the form takes under 30 minutes ✅ Two options: Texas HHS PDF (skip sections) or eFileTexas (guided, but agent field mandatory) ✅ Use your own name as a placeholder if you don't know your healthcare agent yet ✅ Get both witnesses AND notary for extra validity ✅ Keep an inventory log of everyone who has copies Action Steps (links under the resource section below): Choose your method: Texas HHS PDF or eFileTexas Complete the form using your prep work from episodes 56 and 57 Reference addendums in "Additional Requests" section (if applicable) Find a notary (county offices, banks, UPS Store, neighborhood) Sign when the notary directs you with two witnesses present Distribute copies to healthcare agent, doctor, and family Keep an inventory log of who has copies Resources: Note: Links may change over time. If a link doesn't work, try searching for the resource name. Texas HHS Advance Directives (English & Spanish): https://www.hhs.texas.gov/formas/advance-directives eFileTexas Self-Help Site: https://texas.tylertech.cloud/SRL/srl/ExecuteInterview Emory Healthcare Critical Conditions Planning Guide: https://www.hcethics.org/content.aspx?page_id=22&club_id=328955&module_id=377761 Compassion & Choices Toolkit (English/Spanish): https://compassionandchoices.org/resource/eoldgt/ Episode 56 (Part 1) - Values Prep Work: https://youtu.be/sq7asB8MhUM Episode 57 (Part 2) - Addendums Explained: https://youtu.be/Hw-oSJE5RRA Texas Legal Help: Certified Lawyer Referral: https://www.texasbar.com/Content/NavigationMenu/ForThePublic/DoYouNeedaLawyer/CertifiedLawyerReferralServices1/default.htm Texas Law Help: https://texaslawhelp.org/directory Phone: (800) 252-9690 Chat: https://texaslawhelp.org/ask-a-question Walk-in clinics: https://texaslawhelp.org/legal-events-and-clinics Addendum Heading Format: "ADDENDUM TO DIRECTIVE TO PHYSICIANS AND FAMILY OR SURROGATES" Title: [Your addendum topic] This document should be read together with my Directive to Physicians and Family or Surrogates under Texas Health & Safety Code Chapter 166. This addendum is intended to guide my physicians, family members, and medical decision makers in understanding my values, priorities, and preferences regarding medical treatment and end-of-life care. This document does not replace my Directive. In the event of any inconsistency, my Directive is the controlling document. Next Episode: Medical Power of Attorney: How to choose your healthcare agent and have that conversation with them. Questions? info@legacytoolkit.com Disclaimer: We are not attorneys, financial advisors, or medical professionals. Everything shared is for educational purposes only. We focused on Texas laws; research the laws in your state. Consult an estate planning attorney for complex situations. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
  • Living Will Addendums: 4 Documents That Could Strengthen Your Advance Directive | S3EP57

    Living Will Addendums: 4 Documents That Could Strengthen Your Advance Directive | S3EP57
    Dec 16 2025
    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 wishes be honored in complex scenarios. Essential Question: What additional documents might strengthen your living will and help ensure your specific wishes are understood? Episode Highlights: [00:04] Opening scenarios [01:02] What are addendums? [03:02] Advisory vs. binding [03:41] Formatting suggestions [04:56] Personal Values & Care Preferences [05:59] Dementia Directive [06:28] Sectarian Healthcare Directive [07:18] Hospital Visitation Authorization [11:27] Next episode preview Takeaways: ✅ Addendums provide deeper context ✅ They appear advisory rather than strictly binding ✅ Medical staff reference living will first, then they might reference addendums for more information Action Steps (links under the resource section below): Download Compassion & Choices (C&C) toolkit Complete Emory Guide OR C&C Values Toolkit Select & complete relevant addendums Add suggested heading or heading advised from your attorney Use blue ink if handwriting Do NOT sign yet Resources: Emory Healthcare Critical Conditions Planning Guide (Pages 15-24): https://ethics.emory.edu/what-we-do/programs/health/critical.html Compassion & Choices (C&C) Toolkit (English/Spanish): https://compassionandchoices.org/resource/eoldgt/ Personal Values (pages 21-23 & 25-26) Dementia Directive (pages 27-32) Sectarian Healthcare Directive (page 35) Hospital Visitation Authorization (page 39) Episode 57 (Part 1): https://youtu.be/sq7asB8MhUM Episode 33 - Dementia Directives: https://youtu.be/cH9Jc_8LNlE Texas Legal Help: Certified Lawyer Referral: https://www.texasbar.com/Content/NavigationMenu/ForThePublic/DoYouNeedaLawyer/CertifiedLawyerReferralServices1/default.htm Texas Law Help: https://texaslawhelp.org/directory Phone: (800) 252-9690 Chat: https://texaslawhelp.org/ask-a-question Walk-in clinics: https://texaslawhelp.org/legal-events-and-clinics Addendum Heading Format: "ADDENDUM TO DIRECTIVE TO PHYSICIANS AND FAMILY OR SURROGATES" Title: [Your addendum topic] This document should be read together with my Directive to Physicians and Family or Surrogates under Texas Health & Safety Code Chapter 166. This addendum is intended to guide my physicians, family members, and medical decision makers in understanding my values, priorities, and preferences regarding medical treatment and end-of-life care. This document does not replace my Directive. In the event of any inconsistency, my Directive is the controlling document. Next Episode: Completing the Texas living will form, including witness requirements, notarization, and signing. Questions? info@legacytoolkit.com Disclaimer: We are not attorneys, financial advisors, or medical professionals. Everything shared is for educational purposes only. Consult an estate planning attorney in your state. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
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