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Thoughtful Planning

Thoughtful Planning

By: 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
Episodes
  • 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 mins
  • Living Will Preparation: What You Need to Know Before Completing Your Advance Directive (Part 1 of 3) | S3EP56

    Living Will Preparation: What You Need to Know Before Completing Your Advance Directive (Part 1 of 3) | S3EP56
    Dec 2 2025
    Episode Summary: Meet Simone (story from Emory Critical Conditions Planning Guide). At 28, after a car accident, she's in a permanent vegetative state. Her family faces an impossible choice: keep her on life support indefinitely or allow natural death. The problem? They're guessing what she'd want because she never told them. In this episode, we walk through the critical thinking work you need to do BEFORE filling out your living will so your wishes are clear when it matters most. Essential Question: What decisions do you have to make about your values and priorities before you can meaningfully complete your advance directives? Episode Highlights: 00:03 - Simone's story: Why preparation matters 02:43 - Understanding advance directives (it's more than one form) 04:27 - Texas Living Will basics (and how to find your state's forms) 06:04 - The problem: Why people freeze mid-form 08:02 - The Emory Guide: Your prep work tool 10:24 - Terminal vs. irreversible conditions explained 12:19 - Specific treatments: feeding tubes, ventilators, CPR 14:32 - Santiago's feeding tube story 16:51 - Core values: What makes life worth living? 19:15 - Why emergency docs need quick, clear instructions 22:33 - Thinking about your healthcare agent 24:31 - Your action steps before the next episode Key Takeaways: • Advance directives are a collection of forms, not just one document • The real challenge isn't finding forms (many states offer them free) but being prepared to complete them thoughtfully • Terminal condition = expected to die within 6 months even with treatment • Irreversible condition = can be treated but never cured, can't care for yourself • The Emory Critical Conditions Planning Guide helps you clarify values before filling out legal forms • In emergencies, doctors need clear, concise wishes (not lengthy explanations) • Focus on the first 26 pages of the Emory Guide for the most critical work Action Steps: 1. Download the Emory Critical Conditions Planning Guide (link in show notes) 2. Work through scenarios - don't rush, this is deep personal thinking 3. Start thinking about who you'd trust as your healthcare agent and consider a backup person (don't approach them yet) 4. Email info@legacytoolkit.com with questions Resources: 📋 START HERE: Emory Critical Conditions Planning Guide: https://ethics.emory.edu/what-we-do/programs/health/critical.html Texas Advance Directives (reference only - complete the Emory Guide first): https://www.hhs.texas.gov/formas/advance-directives For listeners in other states: Search "[your state] advance directives" and look for official .gov websites Next Episode: Part 2: Optional addendums for your living will - what's available and how to decide if they make sense for you Connect With Us: 🎙️ Apple Podcasts, Spotify, iHeart Radio, Amazon Music, Pandora 📧 info@legacytoolkit.com 🌐 LegacyToolkit.com #ThoughtfulPlanning #LivingWill #AdvanceDirectives #EndOfLifePlanning #HealthcareDecisions #LegacyToolkit #EmoryGuide #MedicalPlanning Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 mins
  • Year 3 Kickoff: The Missing Piece in Legal Document Planning | S3EP55

    Year 3 Kickoff: The Missing Piece in Legal Document Planning | S3EP55
    Nov 18 2025
    Episode Summary: For years, Honey thought you needed a lawyer to get your will and advance directives done. Then she discovered many states (including Texas!) provide these documents for free. But knowing where forms are isn't enough. In this Year 3 kickoff, Honey and Santiago share the missing piece: preparation. They're launching a series to walk you through each foundational legal document, one at a time. Essential Question: What's the difference between knowing where to find legal documents and actually being prepared to complete them? Disclaimer: This episode is for educational purposes only. We are not attorneys, financial advisors, or medical professionals. Key Takeaways: ✅ Many states provide free legal document templates online (availability varies) ✅ Attorneys are valuable for complex assets, blended families, business owners, special needs families ✅ Preparation is key - make decisions BEFORE filling out forms ✅ Different documents need different people (medical POA ≠ financial POA ≠ executor) ✅ At 18, parents lose automatic access to medical records (April's story) ✅ Series focuses on Texas forms, but preparation applies universally In This Episode: [0:04] Cold open: Free state legal documents discovery [1:21] Disclaimers & when to use attorneys [2:33] Reflecting on 3 years of learning [4:38] April's story: 18-year-old medical surprise [5:36] New series introduction (Texas focus) [7:47] Why forms sit half-finished [9:20] Start your planning notebook [12:08] Next episode preview [12:28] Essential question & attorney discussion [17:37] Homework assignment [19:11] Closing thoughts Action Steps: 📝 Start a "Legal Documents Journey" notebook (paper or digital) 👥 Create "People to Consider" section with contact info 💭 Think about who's good with finances vs. medical vs. organization ⏸️ Don't finalize yet, just brainstorm 📲 Share with parents of 17-18 year olds Resources Mentioned: AARP Legal Documents Links: https://www.aarp.org/caregiving/financial-legal/free-printable-advance-directives/ April's Episode: https://youtu.be/FKbdbbY7TxI Coming Up Next: Next Episode: Advance Care Directives - Your Voice When You Can't Speak We'll cover what they are, why you need one, questions to ask yourself, and conversations to have. Connect With Us: 🎙️ Follow: Apple Podcasts, Spotify, iHeart Radio, Amazon Music, Pandora 📺 YouTube: Subscribe & hit the notification bell 📧 Email: info@legacytoolkit.com 🌐 Website: LegacyToolkit.com #ThoughtfulPlanning #LegalDocuments #EstatePlanning #AdvanceDirectives #PowerOfAttorney #FreeLegalForms #TexasLegalForms #EndOfLifePlanning #18YearOldPlanning #LegacyToolkit Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 mins
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