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Thoughtful Planning

By: Santiago and Honey Bueno
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  • Summary

  • 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
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Episodes
  • Annual Check-In: Keeping Your End-of-Life Plans Up-to-Date EP 17

    Annual Check-In: Keeping Your End-of-Life Plans Up-to-Date EP 17
    Jun 4 2024
    This episode focuses on an annual check-in to ensure your end-of-life plans are up-to-date. It focuses on the importance of regularly reviewing your foundational documents—wills, trusts, advance healthcare directives, and powers of attorney—to ensure they reflect any life changes and current wishes. Today’s essential question: What are some reasons one should review their foundational end-of-life documents? Episode Highlights: The Importance of Foundational Documents: Santiago emphasizes the need for a will/trust, advance healthcare directives, and power of attorneys as basic foundational documents. Honey reminds listeners that these documents must be reviewed regularly to reflect life changes. Personal Experience: Santiago shares their personal story about realizing their documents were outdated before a trip abroad, highlighting the importance of regular reviews. Discussing the need to update documents after moving to a different state, buying a home, and starting a business. Guidance for New Planners: Honey advises new listeners to start with episodes 6, 7, and 8 for detailed guidance on creating foundational documents. Recommendations on checking state laws for wills or trusts and ensuring beneficiaries and executors are current. Additional Resources: Santiago points listeners to episode 13 for insights on elder law and the importance of accessible advance healthcare directives. Tips on where to keep advance healthcare directives and ensuring prescriptions are correct and accessible. Specific Documents to Consider: Honey discusses the importance of medical and financial power of attorney documents and suggests working with an estate attorney. Universal Advice: Santiago emphasizes that planning is important for everyone aged 18 and above, regardless of current assets or perceived need. Encouragement to take control of one's life and estate to make things easier for family members. Action Steps: Honey and Santiago encourage listeners to find, review, and update their foundational documents. Importance of communicating wishes to loved ones and making arrangements for pets with at least two backups. Conclusion: Final encouragement to take action now for peace of mind and a well-planned legacy. Links Mentioned: Click here to listen to episode 6: Why a Will is Necessary and How to Begin Planning Click here to listen to episode 7: The Benefits of a Trust for End-of-Life Planning Click here to listen to episode 8: POA’s and Medical Directives: Your Legal Toolkit Click here to listen to episode 13: Planning With Clarity: Navigating Elder Law to Secure Peace and Avoid Crisis Subscribe & Follow: Don't forget to subscribe to Thoughtful Planning on your favorite podcast platform and follow us on social media for updates and more tips on end-of-life planning. Facebook Business Page LinkedIn Business Page Legacy Toolkit Website Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 mins
  • Memorial Day: Honoring Those Who Paid the Ultimate Price EP16

    Memorial Day: Honoring Those Who Paid the Ultimate Price EP16
    May 21 2024
    This week's essential question is: What is Memorial Day? Santiago is doing a special episode on the significance of Memorial Day, a holiday often confused with Veterans Day. Let's clarify these important distinctions and honor those who paid the ultimate price for our freedom. Understanding Memorial Day vs. Veterans Day Memorial Day and Veterans Day are two distinct holidays, each with its own purpose: Veterans Day: Originally known as Armistice Day, it marks the end of World War I, celebrated on the 11th minute of the 11th hour of the 11th day of the 11th month. This day honors all veterans, living or deceased, who have served in the U.S. Armed Forces. Did you know more than 41 million Americans have served in our nation's history? Over 16 million of them served in World War II alone! Memorial Day: This day is specifically set aside to remember and honor the estimated 1.5 million service members who have died since the birth of our nation. It's a solemn day of reflection and gratitude for those who made the ultimate sacrifice. A Personal Experience: Soaring Valor I had the privilege of escorting World War II veterans to the World War II Museum in New Orleans through the Gary Sinise Foundation’s Soaring Valor program. Our cadets interacted with living history, hearing firsthand accounts from these incredible individuals. For example, we met a veteran from the third wave of Marines who assaulted Iwo Jima. The battle was devastating, with over 24,000 casualties and 6,140 deaths. To put this in perspective, more service members died in the 36-day battle of Iwo Jima than in 20 years of the war on terror. These stories highlight the enormous sacrifices made by our service members. The Meaning of Memorial Day Memorial Day is about honoring those heroes who gave their lives so we can enjoy our freedoms, including the simple pleasure of a summer barbecue. It’s a day of remembrance, not celebration. When you say "Happy Memorial Day" to a veteran, understand that it might not be a happy day for them. It’s a day of reflection and respect for their fallen comrades. Closing Thoughts I hope this episode gave you a clearer understanding of Memorial Day. Remember, Veterans Day honors all veterans, while Memorial Day is dedicated to those who died serving our country. Thank you for joining me today. Until next time, remember: every chapter you write today shapes your legacy tomorrow. Have a fantastic day! Stay tuned for more insightful episodes from Santiago and Honey as they continue their thoughtful planning journey. Don’t forget to subscribe, rate, and review our podcast. Your support helps us reach more people and share these important messages. Resources: Gary Sinise Foundation: Soaring Valor Legacy Toolkit Website Legacy Toolkit Facebook Page Learn more about your ad choices. Visit megaphone.fm/adchoices
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    7 mins
  • Ensuring a Future for Texx: Planning for Pets in Our Absence EP 15

    Ensuring a Future for Texx: Planning for Pets in Our Absence EP 15
    May 7 2024
    In this episode of Thoughtful Planning, we shift the conversation to one of the most important parts of our lives--our pets. Our essential question asks, “How can pet owners ensure that their pets are well taken care of and secure in the event of a long-term absence or passing?” In celebration of National Pet Month this May, we talked about our baby boy Texx, a two-year-old boxer with a huge personality. We realized that we never documented who’s going to take care of our dog, and this episode is also us getting started on that. The least you can do is talk to friends and relatives who you can leave your dog with in the event that you get in an accident or you never return. Make sure you communicate clearly and get their agreement. It’s also good to get several options, since people’s circumstances may change and they might end up not being able to care for a pet anymore. What if you do not make arrangements for someone to care for your dog? Research shows the dog will either: Go to an animal shelter or rescue organization that would try to rehome your dog. The shelter might offer foster care for your pet until the pet is adopted. There are sanctuaries that take in pets if it’s a good fit and they have space. Do dogs grieve for their owners? Research shows that dogs do grieve after their owner or another pet companion passes. Signs of grieving include decreased activity, loss of appetite, changes in sleep patterns, mood changes, and vocalizations. How can you help your pets through the grieving process? Maintain their regular routine. It’s helpful if they are still surrounded by what’s familiar. Give them physical contact. They need hugs, cuddles, and belly rubs. Provide them with enough play and exercise. Make sure they get to have social interaction under the supervision of a veterinarian or pet behavioral specialist.. For depression seek the help of a veterinarian. To help you through this planning process for your pets, we are sharing with you all the questions we asked and the steps we took to prepare, all in one document. We know how important our pets are to us, and we want to make sure that like the rest of your loved ones, they’re taken care of as well. Resources: Click here for the Calm app. Maxx’s favorite sleep story was The Prince and the Naturalist.You can try Calm for free. Set a reminder to cancel it before you are billed. Click here to get your pet care legacy guide. Disclaimer: We are not lawyers of veterinarians. We are pet owners who want to make sure our pets are taken care of in case of an emergency and we want you to have the same peace of mind as well. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 mins
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