2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

066: End-of-Life Care Decisions: Balancing Technology with Compassion

066: End-of-Life Care Decisions: Balancing Technology with Compassion

Big Three from Episode #066: Have end-of-life decision-making conversations as early as possible with your families, doctors, attorneys, spiritual advisors–all-important parties involved.End-of-life decision-making is about what the patient truly wants.Hospice and palliative care are not “death panels.” In fact, they have been shown to provide a better quality of life for the patient and family members. Time-stamped Show Notes: 4:58…

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065: Diablo Valley Foundation for the Aging: A Valuable Community Resource

065: Diablo Valley Foundation for the Aging: A Valuable Community Resource

Big Three from Episode #065: Diablo Valley Foundation for the aging is not just for orphaned seniors. They provide support to all seniors and their family members however they may need it.DVFA has various programs, but their primary three services include professional private fiduciary services, care management, and adult daycare.DVFA’s mission is to provide support enabling older adults to find…

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063: Aging in Place: It Takes a Village

063: Aging in Place: It Takes a Village

Big Three from Episode #063: Villages like Lamorinda help older adults age in place and cultivate community and connection.Memberships provide various services from events and activities to referrals, home-based help, and more.Villages are non-profit and membership-based. Time-stamped Show Notes: 3:32 – What is the concept of the village, how did it get started? 5:10 – What geographic regions are covered…

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061: Keys to a Successful Transfer of Wealth

061: Keys to a Successful Transfer of Wealth

Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth successfully.Communication and conflict management is KEY to building a solid family foundation, especially for when the older generations are no longer around.Have the family find a shared purpose for using their wealth as a tool. Time-stamped Show Notes: 5:57 – How often do these wealth…

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