S2: Episode 8- Estate Planning for the End-of-Life

Show notes- Mourning Dove Medical Presents Dr. G at the Heart of Healthcare Guest David Smallwood, Wealth Manager https://www.linkedin.com/in/david-smallwood-managing-director?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Piggy backs off of NHDD season 2 Premier episode WATCH Here https://youtu.be/Bp0h1sDqPYs?si=-pe5QGUWSlsPNaO4 Mission-Educate & Empower in three parts, helping listeners ‘SEE’ what’s needed to navigate the healthcare system. 1. Story (theme) Financial awareness and savvy was evident when Dr. G first met David in college. As a student he took advantage of the room & board options to help family save costs. Today he can coordinate with estate planning attorney to help with finances during the late stages of life. 2. Educate -Teaching points - When parents or spouses fall ill and need to pay for care or a family member dies, searching through cabinets and drawers for information is not ideal. - Stages of Wealth: Accumulation, Distribution/Work-optional , Succession Planning 16-pt Legacy Planning Checklist Create an estate plan from the comfort of your home https://trustandwill.com 3. Empower -A valuable a resource https://www.truewealthpartners.com Website info https://mourningdovemedical.com Video podcast 🔗 https://youtu.be/RJGlfbf8abw?si=85198nw1_FLOR1T0 #hapc #EducateAndEmpower #PeaceOfMind #TheRealDealAboutHospice #EstatePlanning #WealthManager #LifeInsurance #AdvanceDirective #POA #LivingWill #Trust #RealEstate