A monthly newsletter brought to you by Treece Financial Group | # 65 | November 2019
Holistic | Welcoming | Advocacy-Oriented Financial Planning
Trying to avoid politics at the table this Thanksgiving?

Grab everyone's attention by starting an end-of-life wishes conversation!
Did you know that 95% of Americans say that it's important to discuss their end-of-life wishes with their loved ones, but only 32% have had the conversation?*

And that 97% believe it is important to put their wishes in writing, but only 37% have done it?*

Many don’t want to upset their loved ones, when in reality over 50% of individuals would be relieved if a loved one brought up the topic.*

Upcoming holiday gatherings are a perfect opportunity to have meaningful conversations with your loved ones about your values, desires, and wishes.

What better gift could family members give than listening to each other and acknowledging how they want to be treated at a difficult time?

Talking with your loved ones openly and honestly, before a medical crisis happens, gives everyone a shared understanding about what matters most to you at the end of life. 

In addition to having the conversation, it’s important to choose a health care proxy – the person who will make decisions about your medical care if you become unable to make them for yourself.

Not sure how to get the conversation started? Our website has several user-friendly guides with tips to guide the discussion. In addition to English editions, several are available in Spanish and/or Creole. Click on any title below for more details and to download.

*Source: The Conversation Project National Survey 2018
How to Choose a Health Care Proxy & How to Be a Health Care Proxy
Your Conversation Starter Kit: When it Comes to End-of-Life Care, Talking Matters
For Families and Loved Ones of People with Alzheimer's Disease or Other Dementias
What We Can Learn from the Advice We’d Give Our Younger Self

"Your marriage ends in divorce." "Failure to finish school alters your life course." "Addiction destroys you." If a fortune-teller told us that these events were what our future held, we would almost certainly consider an alternate path.

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11 Additional Must Read Books About Death and...

11 Additional Must Read Books About Death and End-of-Life Care When we produced our 10 must read books about death and end-of-life care over three years ago, we realized that the universality of the concept of death knits us all together.

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November is National Home Care & Hospice Month
A comprehensive collection of questionnaires, checklists, and worksheets to determine if and what types of caregiving are needed. Includes forms to record locations of important documents and key medical information.
This guide, published by SAGE, provides an overview of what caregiving looks like in the LGBT community, and offers service providers ideas and best practices for reaching and supporting these caregivers.
Ensuring Compassionate Caregiving for LGBT Seniors

Eventually, many of us may help a loved one who needs caregiving services, enters assisted living, or find ourselves in the same position. Unfortunately, a common occurrence amongst LGBT individuals under the care of home care aides is that they...

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Join Us At One of Our Upcoming Events ..
Estate Planning: Legalities to Legacies

Presenter Laura Bourne Burkhalter & David Treece Description No matter what your economic or marital status, estate planning is something EVERYONE needs to address. Regulations are complicated and tax rules are constantly changing, but the need...

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SAVE THE DATE for our Annual Holiday Party
Sunday, December 8th 4-9 pm
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.