
When Life Changes: Revoking Power of Attorney in Texas | S3EP64
Episode Summary: When life changes, moving, marriage, or shifting relationships, you may want to change who can make decisions for you. In this episode of Thoughtful Planning, Honey and Santiago expl...
24 Mars 12min

Parents + 18-Year-Olds: The “Just-in-Case” Form for Money Emergencies | S3EP63
Episode Summary: When a young adult turns 18, parents no longer automatically have access to their child’s finances. That can create problems during emergencies, especially if money needs to be moved...
10 Mars 21min

Turning 18? Health Forms to Consider for Families (Recap + Updates) | S3EP62
Episode Summary: If your teen is about to turn 18, common checklists may miss key details. In this recap of Thoughtful Planning, Honey and Santiago review essential health related forms discussed in E...
24 Feb 20min

HIPAA & Your Teen: The Form That Could Save Time, Tears & Trouble | S3EP61
Episode Summary: When a child turns 18, parents lose the legal right to access their medical information, even in an emergency. In this episode of Thoughtful Planning, we reveal why a HIPAA Authorizat...
10 Feb 18min

When They Turn 18: A Parent’s Legal Wake-Up Call | S3EP60
Episode Summary: The day your child turns 18, everything legally changes. Overnight, parents lose access to their child’s medical records, even in emergencies. In this episode, we guide parents on ho...
27 Jan 18min

Who Will Speak for You? Choosing a Medical Power of Attorney | S3EP59
Episode Summary: If you're in the hospital and can't speak for yourself, who makes the medical decisions? In this episode of Thoughtful Planning, Honey and Santiago explore how to choose the right Med...
13 Jan 9min

Living Will: How to Complete the Texas Directive to Physicians (Part 3 of 3) | S3EP58
Episode Summary: You've done the thinking work and considered your addendums. Now it's time to complete your Texas living will and make it legally valid. Walk through the form step by step and learn h...
31 Dec 202519min

Living Will Addendums: 4 Documents That Could Strengthen Your Advance Directive | S3EP57
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...
16 Dec 202512min



















