Jeff Krommendyk, Karl Frank, CFP and Nathan Merrill dive into a conversation about death and come out feeling inspired. No, really.

• Start with the legal documents.
• Move into the soft stuff which is WAY more important anyway.
• Provide some links and recommendations for practical planning and conversation starters.

Learn the three fundamentals of an AMD (Advanced Medical Directive). We briefly cover the medical power of attorney too so that you can safely go into a conversation with an attorney, and not have your head spinning. We talk a little about the differences between state laws, and how important (and easy) it is to keep your legal documents up-to-date.

Then, we talk about what happens when we talk about death. I mean, it is not always a downer. And ultimately, it is an incredible, powerful and amazing gift we give ourselves and our loved ones when we do it the way we want to do it–which is different for each and every one of us.

For more information, visit the websites of any of the expert network team members. And if you would like a copy of the EOL planning booklet, email or call any one of our offices.

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]