Podcasts about durable power

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Best podcasts about durable power

Latest podcast episodes about durable power

Hot Topics in Kidney Health
Conservative Care for Kidney Patients

Hot Topics in Kidney Health

Play Episode Listen Later Feb 7, 2025 41:45


In today's episode, we're finishing up our series on kidney failure treatment options with a discussion on conservative care. What exactly is conservative care and who can benefit from it? Christine Corbett, Associate Chief Nursing Officer and nurse practitioner specializing in palliative care is here to answer that question and more. Sara Hicklin and Bobbie Reed who have firsthand experience with conservative care in their families are also here to share their perspectives on this treatment option. Christine Corbett, DNP, APRN, FNP-BC, CNN-NP, FNKF is the newly appointed Assistant Research Professor at George Washington University and Executive Director for the Coalition for Supportive Care of Kidney Patients. She is a practicing Nurse Practitioner specializing in kidney palliative care, and a Trauma-Sensitive HeartMath Certified Practitioner. Dr. Corbett has over 25 years of nephrology experience and four years of experience in Palliative Care. Her doctoral focus was shared decision-making, advance care planning and appropriate palliative care referral for select patients with chronic kidney disease. In the past four years she developed, implemented, and managed the Comprehensive Conservative Kidney Care Clinic for patients who choose to forego dialysis at an academic safety net hospital in Kansas City. Bobbie Reed is on a mission for her son and for the millions of others living with chronic kidney disease. A graduate of Indiana University of Pennsylvania with a Bachelor of Family Consumer Science degree, Bobbie is the office manager at her family's insurance business. She wants to pay it forward by helping others with their struggles in dealing with kidney disease. As part of the NKF's Kidney Advocacy Committee, Bobbie is not only the Pennsylvania Liaison, but is the immediate past Region 2 leader for the group.  She continues to help her son navigate his kidney disease journey and, in addition, use her experience to benefit and advocate for many others afflicted with kidney disease. Sara Hicklin and her family has a genetic kidney disease called Polycystic Kidney Disease or PKD. With this family and personal history, Sara is passionate about educating others about kidney disease, along with recruiting and educating potential organ donors. She is also fascinated by the advances in treatment options in three generations and wants to contribute in a small way to what may become available for treatment of kidney disease in generations to come.   Additional Resources Coalition for Supportive Care Palliative Care Resources Palliative Care Resources Advanced Directives The Patient Will See You Now by Eric Topol Palliative Care in Nephrology Definitions from the episode: Durable Power of Attorney (DPOA) Portable Medical Orders (POLST): https://polst.org/   Do you have comments, questions, or suggestions? Email us at NKFpodcast@kidney.org. Also, make sure to rate and review us wherever you listen to podcasts.

Everyone Dies (Every1Dies)
Advance Directives - A Guide to Documenting Your Healthcare Wishes

Everyone Dies (Every1Dies)

Play Episode Listen Later Dec 27, 2024 52:53


Send us a textIf you are incapable of making medical decisions, who would you want to speak for you? How do you let them know what is important to you in your care?  We discuss the importance of preparation at any age, how to do it, and what resources are available to help. Show notes: https://bit.ly/4iSwqci In this episode we delve deep into Advance Directives. We often have misconceptions that advance directives are only for older people or people that are dying. But did you know the whole reason they exist were from two young people that had terrible accidents, leaving friends and family members to fight for what they knew they would want? These documents are valid for anyone 18 or older who want to take control of their own bodies. In this Episode:00:00 - Intro: Five Wishes and Advance Directives01:13 - Ways to Communicate Your Wishes03:44 - Intro: S1E09 Rebroadcast04:41 - St Germain Cocktail06:27 - History of Advance Directives; It Actually Arose from Young People18:43 - How Advance Directives Work24:34 - Healthcare Proxy26:59 - It Doesn't Have to be All or Nothing - Tailor Directives for Situation29:33 - Artificial Food and Fluids - Situations to Think About33:18 - Durable Power of Attorney, Living Will, and Will39:06 - Why Does E1D Have a 3rd Half? 40:08 - Interview-A Daughter's Perspective on an Advance Directive Decision46:45 - How to Protect Yourselves from Scams51:03 - OutroBonus: Have you ever wondered why we have a "Third Half" in our episodes? Listen  to the explanation (39:06) and learn its roots in a rugby tradition.Support the showGet show notes and resources at our website: every1dies.org. Facebook | Instagram | YouTube | mail@every1dies.org

The Clark Howard Podcast
11.19.24 Decision: Renting Vs Buying A Home / Long Term Care Insurance

The Clark Howard Podcast

Play Episode Listen Later Nov 19, 2024 33:22


Buying a home vs renting is a tougher decision these days, with several factors and new considerations to keep in mind. Also in this episode, since the long term care insurance industry is broken and financially prohibitive in its present collapsed state, how do you prepare for the assistance you may need in old age? Renting Vs Buying A Home: Segment 1 Ask Clark: Segment 2 Long Term Care: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Best Online Banks: Free Checking and High-Interest Savings Accounts Are You Actually Earning Cash Back on Groceries With Your Credit Card? Capital One Shakes Up Its 'Savor' Line of Credit Cards They Bought Insurance for Security in Old Age. They Got a Financial Nightmare Instead How Do You Prepare for the Likelihood of Long-Term Care Costs? Living Will and Durable Power of Attorney: Frequently Asked Questions CarMax vs. Carvana: A First-Hand Experience Selling a Car in 2024 What's the Cheapest Way To Replace a Lost Vehicle Key Fob? 3 Ways To Get a Free VIN Check Before Buying a Used Car Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Simple Passive Cashflow
Wills, Trust, Estate Planning Intro

Simple Passive Cashflow

Play Episode Listen Later Oct 22, 2024 53:46


Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/Join us for an insightful episode with Ethan Okura from Okura Associates Estate Planning Attorneys as we explore the critical components of estate planning. Learn about living trusts, advanced healthcare directives, and durable power of attorney, essential for protecting your assets and making crucial decisions. Discover the intricacies of wills, revocable and irrevocable trusts, probate processes in Hawaii, and the benefits of using beneficiary designations. Understand the importance of conservatorships, trusts for special needs families, and strategies for selecting trustees. We'll also delve into advanced estate tax planning techniques, including Spousal Lifetime Access Trusts (SLATs), and address federal and Hawaii state estate taxes. Real-life examples and updates from economic giants like Goldman Sachs and JP Morgan Chase are included to help you effectively manage and plan your estate.00:00 Introduction and Podcast Overview00:51 Understanding Yield Curve Inversion01:33 Recent Economic Updates02:21 Introduction to Estate Planning03:48 Key Estate Planning Documents04:14 Advanced Health Care Directives05:28 Durable Power of Attorney Explained06:39 Last Will and Testament08:40 Revocable Trusts17:15 Probate Process22:58 Guardianship and Conservatorship24:32 Supplemental Needs Trusts28:12 Common Estate Planning Mistakes28:58 Customizing Your Estate Plan30:03 Choosing the Right Trustee30:47 Avoiding Conservatorship31:41 Understanding Estate Taxes32:23 Federal vs. State Estate Tax Exemptions36:12 Advanced Estate Planning Strategies42:26 International Estate Planning Considerations46:37 Real-Life Estate Planning Stories50:21 Cost and Maintenance of Trusts51:35 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

The Clark Howard Podcast
10.08.24 An Honest Conversation About Death and Finance With Jonathan Clements

The Clark Howard Podcast

Play Episode Listen Later Oct 8, 2024 37:49


On today's Special Edition, Clark welcomes longtime friend and colleague, Jonathan Clements. A London born, Cambridge University graduate, financial writer Jonathan Clements is the founder and editor of HumbleDollar.com and author of "From Here to Financial Happiness," "How to Think About Money" and seven other books. His vast experience and contributions include serving as financial education director and teacher in various capacities, and as the personal finance columnist for The Wall Street Journal. Mentioned on the show: HumbleDollar: Home Humble Dollar - The C Word NY Times - A Money Guru Bet Big on a Very Long Life. Then He Got Cancer. Washington Post - Opinion Living was easy. Dying is harder. Living Will and Durable Power of Attorney: Frequently Asked Questions Wills & Funerals Archives - Clark Howard Have a Kid in College? You Need These Legal Documents in Place Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

ParenTween Connection Talks
Protect Your College Student: Essential Legal Safeguards Every Parent Must Know

ParenTween Connection Talks

Play Episode Listen Later Aug 1, 2024 23:27


Is your child heading off to college? Don't let them leave without these crucial legal protections in place! Nicholas J Roefaro, esteemed attorney at Roefaro Law, brings his expertise to help you navigate the complex world of legal protections for your college-bound child. What You'll Learn: * The critical importance of a Health Care Surrogate for your college student * Why a Durable Power of Attorney is essential for your child's financial security * Real-life scenarios: What happens if you need these documents and don't have them? Imagine your child has an accident on campus, and you're hundreds of miles away. Without the right legal documents, you could be powerless to help. Don't let this happen to your family! * Gain peace of mind knowing your child is protected * Learn from a legal expert * Get answers to your specific questions * Prepare for scenarios you might not have considered Don't miss this opportunity to ensure your child's safety and your family's financial security! Exclusive Follow-Up Opportunity: Join The ParenTween Village for an exclusive follow-up conversation with Nicholas: "How to Preserve Your Assets for Your Children "Discover cost-effective ways to protect your legacy, regardless of your wealth status. Learn how to safeguard your home, bank accounts, and retirement funds for your loved ones. SECURE YOUR SPOT IN THE PARENTWEEN VILLAGE www.parentweenvillage.com/parentweenvillage Prepare your child for college success - legally and financially.

ParenTween Connection Talks
Protect Your College Student: Essential Legal Safeguards Every Parent Must Know

ParenTween Connection Talks

Play Episode Listen Later Aug 1, 2024 23:27


Is your child heading off to college? Don't let them leave without these crucial legal protections in place! Nicholas J Roefaro, esteemed attorney at Roefaro Law, brings his expertise to help you navigate the complex world of legal protections for your college-bound child. What You'll Learn: * The critical importance of a Health Care Surrogate for your college student * Why a Durable Power of Attorney is essential for your child's financial security * Real-life scenarios: What happens if you need these documents and don't have them? Imagine your child has an accident on campus, and you're hundreds of miles away. Without the right legal documents, you could be powerless to help. Don't let this happen to your family! * Gain peace of mind knowing your child is protected * Learn from a legal expert * Get answers to your specific questions * Prepare for scenarios you might not have considered Don't miss this opportunity to ensure your child's safety and your family's financial security! Exclusive Follow-Up Opportunity: Join The ParenTween Village for an exclusive follow-up conversation with Nicholas: "How to Preserve Your Assets for Your Children "Discover cost-effective ways to protect your legacy, regardless of your wealth status. Learn how to safeguard your home, bank accounts, and retirement funds for your loved ones. SECURE YOUR SPOT IN THE PARENTWEEN VILLAGE www.parentweenvillage.com/parentweenvillage Prepare your child for college success - legally and financially.

Michigan Business Network
Michigan Business Beat | Alex Rusek, Bryan Cermak -Foster Swift for Parents & College Bound Students

Michigan Business Network

Play Episode Listen Later Jul 9, 2024 6:22


Chris Holman welcomes Alexander S. Rusek, Shareholder, Lansing, MI and Bryan Cermak, Senior Attorney, Southfield, MI, both with Foster Swift Collins & Smith PC. When your child turns 18, they are legally independent. Now that they are leaving home for the first time, they are likely to face multiple situations on their own where making the wrong choice could have long lasting negative effects. What are some of the common legal pitfalls that college students, especially first year students, can run into? (Not obtaining consent, academic dishonesty such as using CHATGPT/AI to write a paper, alcohol and drug use, distracted driving etc.) What are some of the long-term repercussions that these pitfalls can have, not just on a student's academic career but also on any future professional opportunities? If your young adult child is charged with a crime, why is it important to contact a criminal law attorney immediately? It is best to plan ahead for potential disasters before they can occur. Before they leave home, what are some of the legal documents a parent should have drawn up and signed with their adult child to avoid catastrophe in unforeseen circumstances? (Durable Power of Attorney, HIPAA, FERPA, etc.) What do each of these documents do, what is their purpose and how can they help should the worst happen? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Michigan Business Network
Michigan Business Beat | Foster Swift Attorneys - Webinar For Parents & College Bound Students

Michigan Business Network

Play Episode Listen Later Jul 9, 2024 6:35


Jeffrey Mosher welcomes back Alexander S. Rusek, Shareholder, Lansing, along with Bryan Cermak, Senior Attorney, Southfield, MI, Foster Swift Collins & Smith PC When your child turns 18, they are legally independent. Now that they are leaving home for the first time, they are likely to face multiple situations on their own where making the wrong choice could have long lasting negative effects. What are some of the common legal pitfalls that college students, especially first year students, can run into? (Not obtaining consent, academic dishonesty such as using CHATGPT/AI to write a paper, alcohol and drug use, distracted driving etc.) What are some of the long-term repercussions that these pitfalls can have, not just on a student's academic career but also on any future professional opportunities? If your young adult child is charged with a crime, why is it important to contact a criminal law attorney immediately? It is best to plan ahead for potential disasters before they can occur. Before they leave home, what are some of the legal documents a parent should have drawn up and signed with their adult child to avoid catastrophe in unforeseen circumstances? (Durable Power of Attorney, HIPAA, FERPA, etc.) What do each of these documents do, what is their purpose and how can they help should the worst happen? A Foster Swift Second Wednesday Sessions, this Wednesday, July 10, 2024, will be addressing these topics, tell us how the business community can access the session? Are there any other highlights we should know about heading into the session? upcoming Second Wednesday Sessions Next Wednesday, July 10, 2024, If your 18-year-old is badly injured in a car accident, unless the child signed a durable power of attorney and HIPAA authorization, you cannot access their medical information, even in an emergency. If your student has a controlled substance use conviction on their record, it is possible they may likely be unable to obtain any sort of financial aid or have their application to grad school rejected. Preparing to send a child to college is more than just helping them pack their car or making sure they have the right meal plan. It is also about giving them the resources to protect themselves now that they are no longer under your guidance. Join us for our July 2nd Wednesday to learn more on the importance of Best Practices to Avoid Legal Consequences for Parents & College Bound Students: When: July 10, from 12:00-12:30 pm Registration: https://bit.ly/2ndWeds2024 Addressing issues from both the student's and the parent's perspective, this session features moderator Paul Millenbach with litigators Bryan Cermak and Alex Rusek as they discuss the following: Getting into Trouble: Knowing the Importance of Consent: While a difficult subject to discuss, it is important that your child understands the importance of obtaining consent from a partner prior to engaging in any sexual activities. Common Legal Pitfalls for Students and Facing Criminal Charges in College: If your child is charged with a crime, it is important to contact a criminal law attorney immediately to assist them through the process and mitigate damage. Planning Ahead:  Combatting Cyber-Bullying & Defamation: Knowing what to do and what your legal options are if you discover your child has painted someone on social media in a false light Importance of Having Proper Documentation in Place: Once a child turns 18, they are no longer required to be under the guardianship of their parents. Academic Dishonesty: College students now have greater access to resources than their parents ever did.

The Clark Howard Podcast
06.10.24 Which Documents Should You Keep? / Safeguarding Our Seniors

The Clark Howard Podcast

Play Episode Listen Later Jun 10, 2024 29:49


Keeping your finances organized creates more efficiency and less stress in your life. Today Clark goes back to basics on what kind of documentation you should keep, and for how long. Also, millions of our aging loved ones are aggressively targeted and collectively scammed out of billions each year. Clark offers adult children some direction for becoming proactive, in order to help protect vulnerable seniors.  Your Important Documents: Segment 1 Ask Clark: Segment 2 Protecting Our Elders: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Advice | Keep these 10 financial documents forever. Scan and shred the rest. Which Documents Should You Keep and for How Long? (Clark.com) Calculators - Clark Howard The Easiest Way to Start Saving for Retirement When You're Saving Zero Right Now How Much of Each Paycheck You Should Save or Invest 5 questions to ask when helping an older parent with money Seven Ways to Protect Older Adults from Financial Abuse Living Will and Durable Power of Attorney: Frequently Asked Questions Target Date Funds: Clark's Favorite Retirement Investment  What Are Index Funds? /// What Is an ETF? How To Find and Choose a Financial Advisor AAA Membership: Is It Worth It? Why You Should Never Use Roadside Assistance Thank you for listening today, Clarkies! If you want to be part of our “Clarkie” segment, call 404-981-2071 to leave a comment or story. We may play it during a future episode! Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Problem With Perfect
Navigating the Future: The Guide to Estate Planning and Protecting Your Legacy With Attorney Brett Barton

The Problem With Perfect

Play Episode Listen Later Apr 16, 2024 49:05 Transcription Available


Ever considered the unforeseen consequences of putting off estate planning? Let's face it, it's not just about drafting a document – it's about ensuring your legacy thrives and your wishes are honored. Advance care planning extends beyond creating an Advance Directive or discussing our end-of-life wishes. It encompasses crucial legal and financial considerations that play a significant role in ensuring that all of a person's preferences are fully honored. Discussing finances and assets can often be a taboo subject within families. The legal jargon can be intimidating, and the thought of consulting a lawyer can be unsettling. However, it's crucial to explore questions like: Should you draft a Will or establish a Trust? Who have you entrusted as your Durable Power of Attorney? What does the term "Medicaid spenddown" imply?In this discussion on Estate Planning, we'll be diving into these topics with the expertise of attorney Brett Barton at our side. Our conversation illuminates the pitfalls of deferring this essential life task and provides a compelling call to action to take control of your estate planning journey before it's too late.As part of our ongoing series, "What To Know Before You Go," we invite you to delve into the intricacies of Estate Planning with us. Just like completing an Advance Directive, preparing for your estate is more than a mere task; it's a gift that provides peace of mind and eases the burden for your loved ones.Special Guest: Brett Barton Brett is licensed to practice law in Missouri and Iowa and practices solely in the area of Estate Planning and all that it encompasses.  Brett has over 25 years of experience and is a frequent speaker on the topic of Medicaid Planning and the protection of assets from nursing home spenddown.  Brett is married and has four children, one grandchild, and another on the way.  His hobbies include snow skiing, table tennis, and European board games.

Elder Law and Estate Planning with Melissa O'Connor
Avoid a Cheap or Free Power of Attorney from the Internet

Elder Law and Estate Planning with Melissa O'Connor

Play Episode Listen Later Apr 7, 2024 4:07


One of the most important documents in your estate plan is your Durable Power of Attorney. This is not a document that you want to DIY. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Law School
Estate Planning: Other Estate Planning Instruments

Law School

Play Episode Listen Later Apr 5, 2024 22:52


VI. Other Estate Planning Instruments A. Powers of Attorney Definition and Purpose: A power of attorney (POA) is a legal document that grants one person (the agent) the authority to act on behalf of another person (the principal) in legal and financial matters. The scope of this authority can be broad or limited and is defined by the terms of the POA document. Types of Powers of Attorney: General Power of Attorney: Grants the agent broad authority to handle a wide range of the principal's financial and legal affairs. Limited or Special Power of Attorney: Confers specific powers to the agent for certain tasks, such as selling property, managing investments, or handling business transactions. Durable Power of Attorney: Remains in effect even if the principal becomes incapacitated, ensuring continuous management of the principal's affairs without court intervention. Springing Power of Attorney: Becomes effective only under circumstances defined in the document, typically the principal's incapacitation. Importance in Estate Planning: POAs are essential for ensuring that the principal's financial affairs and legal matters are managed according to their wishes, especially in cases of sudden incapacitation. They allow for a seamless transition of management responsibilities, avoiding the need for court-appointed guardianship or conservatorship. B. Health Care Directives Definition and Purpose: Health care directives, also known as advance directives, are legal documents that outline a person's preferences for medical treatment in situations where they are unable to make decisions for themselves. These directives guide healthcare providers and family members in making medical decisions that align with the individual's values and wishes. Types of Health Care Directives: Living Will: Specifies the types of medical treatments and life-sustaining measures an individual wishes to receive or avoid in the event of terminal illness or near-death conditions. Health Care Power of Attorney (POA) or Health Care Proxy: Appoints an agent to make health care decisions on behalf of the individual when they are incapable of doing so. Importance in Estate Planning: Health care directives ensure that an individual's health care preferences are respected and legally protected. They provide clarity and guidance to family members and healthcare providers, reducing the potential for disputes and emotional burdens during critical medical crises. C. Living Wills Definition and Scope: A living will, a type of advance directive, explicitly outlines an individual's preferences regarding end-of-life medical care. It becomes operative when the individual is terminally ill or in a persistent vegetative state and unable to communicate their wishes. Key Considerations: Scope of Treatment Preferences: Can include decisions about resuscitation, mechanical ventilation, artificial nutrition and hydration, pain management, and other interventions. Legal Validity: Must comply with state laws to be enforceable, including witness or notarization requirements. Importance in Estate Planning: Living wills play a critical role in estate planning by ensuring individuals retain control over their medical treatment at the end of life. They alleviate the decision-making burden on family members and help prevent conflicts regarding care preferences. D. Designations of Beneficiary Definition and Function: Designations of beneficiary are instructions naming individuals or entities to receive benefits from specific assets or accounts upon the owner's death. These designations supersede wills and probate processes for the designated assets. Common Assets with Beneficiary Designations: Life Insurance Policies: Beneficiaries receive the death benefit directly, outside of the estate. Retirement Accounts: Includes IRAs, 401(k)s, and other retirement plans, where designated beneficiaries receive the remaining funds. --- Send in a voice message: https://podcasters.spotify.com/pod/show/law-school/message Support this podcast: https://podcasters.spotify.com/pod/show/law-school/support

Mission Impact
Navigating power and conflict within nonprofits with Rebecca Epstein

Mission Impact

Play Episode Listen Later Mar 26, 2024 45:00


In episode 94 of Mission: Impact, Carol Hamilton and Rebecca Epstein discuss the article that Rebecca wrote with Mistinguette Smith published in the Nonprofit Quarterly in 2023. Paving a Better Way: What's Driving Progressive Organizations Apart and How to Win by Coming Together. The conversation between Rebecca and Carol covers the intricacies and challenges of leadership and organizational dynamics within the nonprofit sector, particularly in the context of social justice work. Their discussion touches upon generational conflicts, power dynamics, organizational clarity, and strategies for effective leadership, especially in the recent crises we have all experienced over the past several years.   Episode highlights: Generational and Cultural Dynamics in Nonprofits [00:08:30] The recent increased conflict within organizations between leaders and staff, often on generational and racial lines. How these conflicts are similar and different to those of the past.  Addressing Internal Conflicts and Building Resilience [00:15:30] Conflicts within organizations, such as public call outs and accusations of racism as well as the push for structural changes.  Organizational Clarity and Strategy - [00:20:30] The importance of organizational clarity regarding power and decision-making, and how it should reflect an organization's values and strategies.  The Challenge of Aligning Strategy and Leadership - [00:25:30] The challenges organizations face in aligning their leadership style with their identity and mission as well as aligning expectations across segments of staff.  Addressing Trauma in Nonprofits - [00:35:30] Understanding and addressing trauma embedded in social justice work – the trauma that stems from the issue the organization is addressing, intergenerational trauma, personal and interpersonal trauma. How might trauma at all these levels be addressed responsibly?  Current Trends and Challenges   The dialogue offers nonprofit leaders a range of insights and considerations for fostering healthy, effective, and resilient organizations that can navigate the complexities of social change work.   Guest Bio: Becca Epstein is a coach and consultant to social justice organizations and their leaders with over 20 years of experience in community organizing, organizational development, and nonprofit leadership. Becca is a co-founder of The Management Center, a former Vice President at Planned Parenthood Federation of America, and a convener of the “Paving a Better Way” working group. Her practice focuses on leaders, organizations, and movements confronting strategic challenges, seeking transformation, and advancing equity and justice. Becca holds an MPA in Nonprofit Management and Public Policy from NYU, a BA in Anthropology from Amherst College, and is a Certified Professional Coach. Important Links and Resources: Paving a Better Way: What's Driving Progressive Organizations Apart and How to Win by Coming Together by Rebecca Epstein and Mistinguette Smith Building Resilient Organizations: Toward Joy and Durable Power in a Time of Crisis by Maurice Mitchell Learning From an Intergenerational Blowup Over Social Justice by Steve Kaagan & John Hagan  Rebecca Epstein: https://www.linkedin.com/in/rebecca-epstein-797aa75/ https://www.beccaepsteincoaching.com/ Internal Family Systems - No Bad Parts: https://bookshop.org/p/books/no-bad-parts-healing-trauma-and-restoring-wholeness-with-the-internal-family-systems-model-richard-schwartz/16396062?gad_source=1&gclid=Cj0KCQjw-_mvBhDwARIsAA-Q0Q7ZNqD5nvZg5Rc0AW1G0doLAO72cWnAFeCHvmKdI5QkEjpu1QDdtWIaAtc-EALw_wcB Polarities - Polarity Partnerships: https://www.polaritypartnerships.com/   Related Episodes: These articles were also discussed on:  Episode 75: Co-creation with Carol Hamilton and Danielle Marshall  Nature of the employee-employer relationship/what is work: Episode 78: Renegotiating our relationship with work with Carol Hamilton Episode 85: Building equitable compensation frameworks with Mala Nagarajan   Be in Touch: ✉️ Subscribe to Carol's newsletter at Grace Social Sector Consulting

Elder Law and Estate Planning with Melissa O'Connor
What Are Special Powers within a Durable Power of Attorney?

Elder Law and Estate Planning with Melissa O'Connor

Play Episode Listen Later Mar 15, 2024 6:03


What Are Special Powers within a Durable Power of Attorney? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Elder Law and Estate Planning with Melissa O'Connor
Durable Power of Attorney - Do I Need One?

Elder Law and Estate Planning with Melissa O'Connor

Play Episode Listen Later Feb 20, 2024 6:30


Durable Power of Attorney - Do I Need One? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

While We're Still Here
Will You Be Mine? What is a Health Care Proxy?

While We're Still Here

Play Episode Listen Later Feb 15, 2024 14:47


Maybe Valentine's Day (or the day after) is as good a day as any to designate your health care proxy, or at least have a conversation with whom you'd want to advocate for you should you become unresponsive, or for whatever reason unable to communicate. Learn about the Durable Power of Attorney for Healthcare: listen in. Listen and read my blog: https://whilewerestillhere.com Reach me at kathy@whilewerestillhere.comStarting with Episode 56, the episode music was added. It was composed, produced and provided by Kyle Bray specifically for this show. Reach out to me if you want the score. The logo artwork was provided by Maddie's Plush Pouch - maddelinesplushpouch@gmail.com

Happy Nurse Educator
Advance Directives Lesson Plan & Study Guide | Nurse Educator Tips

Happy Nurse Educator

Play Episode Listen Later Jan 29, 2024 8:20


Welcome to the Happy Nurse Educator podcast by nursing.com. Since 2018, nursing.com has been at the forefront of nursing education, guiding over 400,000 nursing students to academic success while helping the average student raise their lowest grade by 11.6% with an impressive 99.25% and collect pass rate. Download free Lesson Plans at HappyNurseEducator.com Advance Directive Lesson Plan Objective Understand and articulate the significance of Advance Directives, including Living Wills and Medical Power of Attorney, in the realm of patient care and advocacy. This involves recognizing these legal documents as crucial tools for honoring patient wishes, ensuring patient advocacy, and navigating decisions related to resuscitation efforts. Comprehensively grasp the distinctions between Living Wills and Medical Power of Attorney, distinguishing the specific scenarios each addresses. Identify the components of a Living Will, focusing on its role as a legal document outlining patient preferences when communication is impaired. Discern the purpose of a Medical Power of Attorney, recognizing its distinct nature from Durable Power of Attorney, and appreciate its role in designating individuals to make medical decisions for patients when they are unable to do so.  Download free Lesson Plans at HappyNurseEducator.com

Safe Money Retirement Radio
How can you protect yourself from retirement scams? How can you protect your family?

Safe Money Retirement Radio

Play Episode Listen Later Jan 25, 2024 11:35


In this week's episode, we'll discuss how to protect yourself and family members from common retirement scams that are out there everywhere. Where can you go for details on current scams? How can a Durable Power of Attorney help you and your family members in the future? What is the most important thing you can do to protect those you love? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.Safe Money Retirement® - Insuring Your Retirement Dreams

The Clark Howard Podcast
01.11.24 IRS Tax Penalty News / Vanguard's Target Date Funds

The Clark Howard Podcast

Play Episode Listen Later Jan 11, 2024 32:38


The IRS has been in the news for waiving penalties from prior tax years AND people are getting surprise tax bills. That has brought about a slew of companies advertising tax debt relief. Know what applies to you, and why you shouldn't take the bait for “debt relief”. Also in the news, the lawsuit against Vanguard over its target date funds is moving through the courts. Know what role TDFs play in your portfolio and where they should NEVER be placed.  Tax Penalty Changes: Segment 1 Ask Clark: Segment 2 Vanguard's Target Date Funds: Segment 3 Ask Clark: Segment 4 Mentioned on the show: [The Washington Post] IRS is waiving $1B in penalties. Beware of tax debt relief companies. IRS Zaps Nearly $1 Billion in Penalties for Taxpayers - The Wall Street Journal. Surprise Bill Coming to Those Who Underpay Taxes  When Should You Get an Accountant To Do Your Taxes? How to Freeze Your Child's Credit Should You Make Your Child an Authorized User on Your Credit Card? Is Pet Insurance Worth It? What You Need To Know Before You Buy How To Create a Will Online Living Will and Durable Power of Attorney: Frequently Asked Questions Clark Howard's 5-Point Annual Checklist You Should Follow Lawsuit Over Vanguard's Target-Date Funds Can Proceed, Judge Rules Target Date Funds: Clark's Favorite Retirement Investment Frequently Asked Questions on Gift Taxes What Is a Roth 401(k) and How Does It Work? Best Budgeting Apps in 2024: Our Top 5 Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Spidell's Federal Tax Minute
Using a durable power of attorney for tax matters

Spidell's Federal Tax Minute

Play Episode Listen Later Nov 22, 2023 3:54


This week we're covering durable powers of attorney and when they may apply to represent a taxpayer in federal tax matters.

Cortes Law Firm's Podcast
082: Durable Power of Attorney

Cortes Law Firm's Podcast

Play Episode Listen Later Nov 15, 2023 3:45 Transcription Available


https://corteslawfirm.com/durable-power-of-attorney-2/Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY  https://geni.us/strategies  https://corteslawfirm.com/estateplanning/Estate Planning for Dummies https://amzn.to/2NNXak7 Aging in the Right Place https://amzn.to/2ZvYavY Estate Planning Basics Ninth Edition https://amzn.to/3s5ZJgm Estate & Trust Administration For Dummies https://amzn.to/3dvLpcZ Find us on SUPER LAWYERSFind us on TikTokFind us on FacebookFind us on InstagramDirections on Google MapsVideos on YouTubeFind us on YELPFind us on TwitterFind us on AVVO Cortes Law Firm5801 Broadway Extension Hwy Suite 110Oklahoma City, OK, 73118405-213-0856 

Something More with Chris Boyd  Show Podcasts
Roth IRA or HSA; Making the right choice

Something More with Chris Boyd Show Podcasts

Play Episode Listen Later Oct 21, 2023 24:14


Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener's circumstances. Jeff next offers his comments on how a Durable Power of Attorney works and when it is appropriate to have one in place. Scott next answers a question on how to choose a qualified Financial Planner as Jeff suggests three key questions to ask anyone in the financial services industry. The segment concludes with a lively analysis of how best to approach a withdrawal plan for your retirement assets. If you need help with financial planning issues don't hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

The Clark Howard Podcast
10.19.23 Auto Insurance: What Do You Actually Need? / End Of Life Discussions

The Clark Howard Podcast

Play Episode Listen Later Oct 19, 2023 38:08


Today Clark goes Back To Basic on auto insurance. Due to gigantic premium increases, more people are going without or buying minimums, which can be risky. Learn what coverage you've GOT to have, and how to make decisions regarding collision, comprehensive, and deductibles. Once you figure your coverage, you're ready to shop insurers. Also, end of life discussions are not easy to initiate, but talks about your own or an aging loved one's end-of-life care and burial arrangements - making wishes known - deeply benefit all concerned. Determine Your Auto Coverage: Segment 1 Ask Clark: Segment 2 End-Of-Life Talks: Segment 3 Ask Clark: Segment 4 Mentioned on the show 10 Ways To Save Money on Car Insurance Collision vs Comprehensive Car Insurance: Which Do You Need? Bluebird AMEX Prepaid Debit Account Agreement International Travel Tips: 26 Things to Know Before Going Overseas Why You Should Keep Old Credit Card Accounts Open Stop putting off the end-of-life talk with your aging loved ones. Here's what to say What to Discuss With Your Aging Parents as They Get Older Living Will and Durable Power of Attorney: Frequently Asked Questions Wills & Funerals Archives - Clark Howard When Do You Need a Travel Agent? The Only Way You Should Pay for a Cruise Travel Insurance? What You Need To Know Before You Buy Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Tuesday with Tom
Who Can Witness My Durable Power of Attorney? (Episode #290)

Tuesday with Tom

Play Episode Listen Later Sep 26, 2023 15:07


A witness can serve an important function in the execution of your Durable Power of Attorney. Be sure you understand the execution and witnessing requirement for your Durable Power of Attorney.

Mission Impact
Co-creation with Carol Hamilton and Danielle Marshall

Mission Impact

Play Episode Listen Later Jun 26, 2023 45:31


In episode 75 of Mission: Impact, Carol Hamilton and Danielle Marshall discuss Our meaning making brains and the stories we make up about each other Challenges that progressive organizations are having with the mismatch in expectations across generations Why a reflexive anti-leadership stance from front line staff misses much of the nuance and reality facing organization leaders   Guest Bio: Danielle is an inclusive leader focused on strengthening collaboration among teams, leaders, and stakeholders to foster problem-solving, create solutions, and improve culture. She finds her inspiration in leading systemic change work that promotes equity and inclusion.  Danielle founded Culture Principles in response to a persistent need to operationalize Racial Equity, Diversity, and Inclusion metrics, centering REDI goals and creating accountability systems. She supports clients through her Mapping Equity Framework focused on Unearthing Knowledge, Elevating Strategy, and Transforming Sustainability. She centers her work around organizational assessment, racial equity learning intensives, and the development of racial equity action plans. Understanding that each organization arrives at this work from different perspectives, she utilizes assessment in building a customized strategy for each unique partner. Previously Danielle served as a non-profit leader for 20+ years and today works on strategy development that enables nonprofits to achieve equitable mission-driven results. Danielle holds a Master's degree in Industrial-Organizational Psychology from Louisiana Tech University and draws on her background as an I/O psychologist in applying a racial equity lens to organizational policies, practices, and programs. She is a Certified Diversity Professional (CDP)/ Executive Coach (ACC). During her playtime, you can find Danielle traveling, knitting, and kayaking in all 50 states. Important Links and Resources: Building Resilient Organizations: Toward Joy and Durable Power in a Time of Crisis Paving a Better Way: What's Driving Progressive Organizations Apart and How to Win by Coming Together Ladder of Inference https://www.culture-principles.com/ https://www.linkedin.com/in/danimarshall/  ✉️ Subscribe to Carol's newsletter at Grace Social Sector Consulting

The Clark Howard Podcast
06.23.23 Clark Answers His Critics on Clark Stinks / AI And Career Flexibility

The Clark Howard Podcast

Play Episode Listen Later Jun 23, 2023 31:48


Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in this episode, there's much discussion about how AI is revolutionizing the nature of work and change is happening rapidly. Clark lends historical perspective and discusses what is key for your job prospects going forward.  Clark Stinks: Segments 1 & 2 AI And Career Flexibility : Segment 3 Ask Clark: Segment 4 Mentioned on the show 22 Ways To Save Money on Groceries A Quick Guide on How to Insure Jewelry How Often Should I Appraise a Wedding Ring for Insurance, and Who Should Appraise It? Living Will and Durable Power of Attorney: Frequently Asked Questions ChatGPT, AI jobs are soaring while companies use the same technology to cut costs How (and why) you should create a backup plan for your career Why Did My Credit Score Drop? Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

California Estate Planning and Probate
What is the Difference Between a Durable Power of Attorney and a General Power of Attorney?

California Estate Planning and Probate

Play Episode Listen Later Jun 15, 2023 3:15


What is the difference between a Durable Power of Attorney and a General Power of Attorney? You've likely heard both terms, and it can be confusing to know what the right choice for you might be. Listen to learn about the difference and to hear my opinion on them. Then schedule a free call with me, a strategy session, by clicking on the link below: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Elder Law and Estate Planning with Melissa O'Connor
My parent died. Can I get a durable power of attorney?

Elder Law and Estate Planning with Melissa O'Connor

Play Episode Listen Later May 30, 2023 0:43


My parent died. Can I get a durable power of attorney? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

The Clark Howard Podcast
05.26.23 Clark Answers His Critics on Clark Stinks / Memorial Day Spotlight: Military Benefits

The Clark Howard Podcast

Play Episode Listen Later May 26, 2023 35:19


Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also - Approaching Memorial Day, Clark shares perspective on regaining a sense of national purpose in America with regard for the ongoing sacrifices made by our military, and wants to ensure veterans and active personnel know about all the benefits available to them.  Clark Stinks: Segments 1 & 2 Military Benefits: Segment 3 Ask Clark: Segment 4 Mentioned on the show Amtrak YNAB Review: 5 Things To Know About the Budgeting Tool Best Budgeting Apps in 2023: Our Top 6 Schwab Certificate of Deposit Apple News+ 1 Year Subscription Clark.com - Buying Tires How To Make Your Online Accounts Accessible When You Die Homeowners Insurance Archives - Clark Howard How To Find a Good Moving Company Military veterans can now receive free emergency mental health care Military and Veterans Guide: Free Resources for Your Finances The Best Veterans and Military Charities Army National Guard - Get Started Do Debit Cards Still Stink in 2023? The Safer Way To Use Your Debit Card 7 Places to Get the Best Deals on Lab-Created Diamonds Best Renters Insurance Companies and Ones To Avoid Living Will and Durable Power of Attorney: Frequently Asked Questions Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

The Clark Howard Podcast
05.18.23 Holding A Franchise - Key Rules / Engagement Ring Sales Promise Market Opportunity

The Clark Howard Podcast

Play Episode Listen Later May 18, 2023 30:30


Entrepreneurs make the world go round and as the job market transforms, many decide to start their own business, which may include holding a franchise. Clark has specific, must-do, key rules for those considering becoming a franchisee. Another big life decision - getting engaged. Turns out after the post pandemic wedding surge, engagements rates are down. This presents a marketplace opportunity for future newlyweds.  Key Rules For Aspiring Franchisees: Segment 1 Ask Clark: Segment 2 Otherwise Engaged - Diamond Deals: Segment 3 Ask Clark: Segment 4 Mentioned on the show Franchise ownership: Is it right for you? Franchise Fundamentals: Debunking five myths about buying a franchise The Only Reason You Should Make an Improvement to Your Home Should I Turn To Costco for a Home Renovation Project? Best Online Will Maker: 5 Free or Cheap Options Living Will and Durable Power of Attorney: Frequently Asked Questions Curb | Low-Cost, On-Demand Rides - GoCurb.com Engagement ring sales are down sharply, according to America's biggest jeweler 7 Places to Get the Best Deals on Lab-Created Diamonds Is there a limit on how much my mortgage lender can make me pay into an escrow account for interest and taxes? About ASE - Automotive Service Excellence Retailers return fees — and how you can avoid them. Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Takacs McGinnis Elder Care Law Hour
Episode 164: Why Everyone Needs a Durable Power of Attorney

Takacs McGinnis Elder Care Law Hour

Play Episode Listen Later Apr 26, 2023 20:42


Do you have Durable Power of Attorney paperwork? Attorney and Partner Chris Johnson shares why everyone over the age of 18 needs to name an attorney-in-fact and addresses other myths regarding this crucial document.

52 Pearls: Weekly Money Wisdom
Episode 158: Important Estate Planning Documents for Adult Children With Liz Derrick

52 Pearls: Weekly Money Wisdom

Play Episode Listen Later Mar 7, 2023 23:29


As children turn 18 and become legal adults, it's important for parents to be aware that they no longer have legal authority over their child's finances, healthcare, or personal decisions. This means that parents should encourage their children to create certain estate planning documents to ensure their wishes are carried out in the event of incapacity or death. In this episode, Liz Derrick, Senior Vice President of Partnership Development with LPL Financial, shares her personal story about needing to go to court during her daughter's health crisis. It's important for adult children to work with an estate planning attorney to create a Health Care Proxy and Durable Power of Attorney.  With these documents in place, parents can have peace of mind knowing that their child's wishes will be carried out in the event of incapacity or death.Resources:Connect with Liz Derrick on LinkedIn. Read Molly Nagelli's Story HERE. Sign up for the Detroit "Go Red" for Women Event. Learn more about Melissa Fradenburg, AIF ®, CDFA ® and Pearl Planning.Learn more about Women's Heart Health. Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Hacks & Wonks
Shasti Conrad, Newly-elected Chair of the Washington State Democratic Party

Hacks & Wonks

Play Episode Listen Later Mar 7, 2023 48:12


On this midweek show, newly-elected Chair of the Washington State Democratic Party Shasti Conrad joins Crystal for a conversation on what the role entails, lessons learned from the previous Chair, and her plans for continuing forward as a strong and effective political party. As leader of an umbrella organization for local party organizations across the state, Shasti acknowledges the futility of a top-down approach and the need to listen and to understand what resonates with Democrats from different areas. Discussion of her plans to broaden the Party's appeal includes creating inclusive spaces, expanding the base, messaging Democratic wins, and showing up and investing in rural areas.  Crystal and Shasti then tackle the question of “who is a Democrat” and the dilemma faced in sharing Party resources with: those who are ideologically aligned but not labeled as D, versus those who self-label as D but are not ideologically aligned. Finally, Shasti shares her dream of strengthening the Party through bench building of candidates and support staff by making campaign work attractive, which includes taking seriously the violence and hostility predominantly targeting Black candidates and staff members, building sustainable pipelines for careers in politics, and encouraging good working conditions through unionization. As always, a full text transcript of the show is available below and at officialhacksandwonks.com. Follow us on Twitter at @HacksWonks. Find the host, Crystal Fincher, on Twitter at @finchfrii and find Shasti Conrad at @ShastiConrad and the Washington State Democratic Party at @washdems.   Shasti Conrad Shasti Conrad was elected as Chair of the Washington State Democratic Party in January 2023. She is the first woman of color and youngest chair of the Washington State Democrats! She is also the first South Asian woman to lead a state party in the entire country! Previously, Shasti was the Chair of the King County Democrats from 2018-2022, making her the first woman of color chair in the org's history. She is a versatile strategist and thought leader with a broad range of political, policy and operations experience within government at all levels and throughout the private and non-profit sectors. She launched her own consulting firm in 2016 to support government, campaign, and business clients looking to better our world. She was named to the American Association of Political Consultants' 40 under 40 list and Seattle Met's 100 Most Influential List (top 10 in politicos category).   Resources Washington State Democratic Party   “Washington State Democrats Elect Shasti Conrad as Party Chair” from Washington State Democrats   “WA Democrats choose Shasti Conrad as new leader” by David Gutman from The Seattle Times   “Building Resilient Organizations: Toward Joy and Durable Power in a Time of Crisis” by Maurice Mitchell for Convergence Magazine   Transcript [00:00:00] Crystal Fincher: Welcome to Hacks & Wonks. I'm Crystal Fincher, and I'm a political consultant and your host. On this show, we talk with policy wonks and political hacks to gather insight into local politics and policy in Washington state through the lens of those doing the work with behind-the-scenes perspectives on what's happening, why it's happening, and what you can do about it. Be sure to subscribe to the podcast to get the full versions of our Friday almost-live shows and our midweek show delivered to your podcast feed. If you like us, the most helpful thing you can do is leave a review wherever you listen to Hacks & Wonks. Full transcripts and resources referenced in the show are always available at officialhacksandwonks.com and in our episode notes. I'm thrilled to be welcoming back to the program, the now-Chair of the Washington State Democrats - Shasti Conrad - welcome. [00:01:01] Shasti Conrad: Hi Crystal, it's so great to be here. [00:01:03] Crystal Fincher: Great to have you here. So you were just recently elected as the chair of the Washington State Democrats, after a pretty notable tenure as the Chair of the King County Democrats. Starting off for a lot of people who may not be familiar - what does the Chair of the Democratic Party do? [00:01:24] Shasti Conrad: That is a great question and one that I have been getting quite a bit. So the State Party Chair, basically - I see it - job number one is to win elections for Democrats up and down the ballot. That's job number one. Job number two is really studying the vision and strategy for what the Democratic Party looks like, how it works, how it's built here in Washington State. We're here to work with our allies in labor and to build winning coalitions across the state and across the progressive movement. I've often described the party as - we are the steady drumbeat - we are here to make sure that candidates and campaigns have the resources that they need, that they have the volunteers, that they have the - they know the relationships, the community leaders. And then the candidates in the campaigns - they bring the jazz, right? They bring the energy, the nuances that match the different communities that they're representing - and we're here doing all year-round organizing to make sure that we're ready for whoever steps forward to run for office - that we can support them and get them across the finish line. [00:02:36] Crystal Fincher: That makes sense. So now you are taking over after Tina Podlodowski stepped down after a pretty successful run, by those metrics, as the Chair of the State Party. What lessons did you learn from Tina, and what are you carrying forward from her? [00:02:53] Shasti Conrad: I think that Tina deserves a ton of credit for the successes that we have had here in Washington state for the last six years. We had the three most successful cycles in terms of delivering Democratic wins across the state. We elected the most diverse State Legislature - each cycle we just kept improving and growing our majorities - this past cycle was probably one of the most successful cycles that we've had, certainly one of the best for Democrats in probably at least 20 years. We now have control of - the Democrats are in office for all of the statewide offices. We finally got a Secretary of State for the first time in, I think, 56 years as a Democrat in Secretary Hobbs. And so much of that credit does go to Tina. I think Tina really built the State Party as an organizing machine - she invested in it. We talked about doing this multi-cycle organizing, all year-round organizing. She helped to move the Party from it being - there were times when I think the Party was a bit of a social club - it was a bit about just who of our friends were gonna run for some of these different offices. And Tina really, especially in the Trump era, really built up the resistance and helped us make sure that we were winning. We can't lose any of that ground. Tina was a great ally for me these last several years while I was Chair of the King County Democrats, and so I learned a great deal from her. And we're not gonna go backwards, that's for sure. I think Tina would be the first one to say this, which is - now that we've built such a solid organizing foundation, in my tenure my hope is that we get to grow and expand it, particularly in bringing in more diverse folks into the Party. And that's inclusive of young people, that's inclusive of people of color, communities of color - and really helping to get more people into these leadership roles. The Washington State Democrats - we're comprised of 88 different local party organizations, so there's a lot of different regionality, diversity - but I think across the Democratic Party, we have our work cut out in trying to make sure that we are fully reflective of the state. And there's some of that work that I think I definitely wanna grow upon what Tina has built. [00:05:17] Crystal Fincher: Now you mentioned those local party organizations - like county party organizations, legislative district organizations, affinity caucuses, that type of thing. I think a lot of people don't realize necessarily that those are not branches, those are not subsidiaries of the State Party - they're actually their own independent organizations, their own bylaws, and can do what they want. They can't in most situations be told what to do by the State Party - it doesn't work like that. So basically it's a big statewide coalition of Democratic organizations. In that kind of structure, how do you galvanize and expand the organizing footprint in the entire state - in more metropolitan areas like King County, in rural areas in Central and Eastern Washington, Southwest Washington - and lots of different areas, different needs, different representation, different issues that they may be dealing with. How do you approach that, or how will you approach that across the state? [00:06:19] Shasti Conrad: Yeah, it's definitely a tall order to try to get all oars in the water rowing in the same direction. I have found that it's - we can be unified in our values, but it's important for us to be localized in our messaging. We're certainly seeing this here in Washington state, but I think this is something that the entire Democratic Party writ large is dealing with, which is that urban and rural divide and really thinking about - the ways in which we talk about things in King County and Seattle doesn't necessarily work in Spokane or in Walla Walla. And I look at Washington state as a microcosm for national Democratic Party politics. In Washington state, we have Pramila Jayapal, who is the Chair of the Congressional Progressive Caucus. We now have Representative Suzan DelBene, who leads the DCCC, which is more moderate arm of trying to make sure that we are helping Democratic Congressional members get re-elected. And then you have our newest member of the Congressional delegation in Marie Perez. And Marie ran in - down in Southwestern Washington - as a very working class, working mom Democrat that was able to work with Republicans and get Republicans to support her. She won by just a couple thousand votes against a complete MAGA Republican. And so that's a big spectrum. And that is what I, as Chair, have to try to make sure that folks along that full spectrum feel that the Democratic party is theirs. And so like you said, each of the different party organizations are their own entities. It's not a top-down approach. We, as the State Party, are somewhat of an umbrella organization, but we're here to work alongside those different party organizations. And so it's a lot of just - it's a lot of listening, it's a lot of really making sure that folks are feeling that their lived experience is valued, that their perspective - that they know their neighbors, that they know what's gonna work with talking to their neighbors and moving them along. And that there's space for that, that it doesn't just come down from on high. One of the things that I've spent the last several years having to do quite often is unpacking when people say - Oh, the Democrats. It's like - Okay, but who are you actually frustrated with? Are you frustrated with the DNC, which sets the national stage and national messaging? Are you frustrated with the Senate Caucus or the House Caucus? Are you frustrated with your local party organization? What are these different pieces, and how do they all work together in this big ecosystem? And how can we help? How can we address your concerns? And a lot of that, I think, comes down to just people-to-people canvassing and organizing in those conversations, as well as really making sure that the messaging is resonant in those particular communities. [00:09:15] Crystal Fincher: So you talked about expanding the organizing apparatus - certainly something that you've talked about. In your tenure as Chair of the King County Democrats, was participating in all elections - not just the even-year elections right now that are legislative statewide, but also in what are currently - hopefully not for much longer - but currently odd-year elections for school boards, city councils, mayors, county council positions. Those elections haven't traditionally seen a lot of participation or engagement from the Democratic Party and local party organizations. What is gonna be your approach to that? [00:09:58] Shasti Conrad: Definitely. I think we saw, particularly in the last several years, the ways in which the Republican Party was doing a better job at building the bench than we were. They were having their folks run, and they were - run for these various seats, like you just said, like school boards and city council seats and whatnot. And they were going unchallenged. Democrats were not running for them because we just weren't paying attention in a lot of ways - we weren't indexing what all of those opportunities were. When I was Chair of King County Democrats, in an odd year, we had over 300 seats that folks could run for. And folks just didn't know that. And as soon as we started to talk about that, and started to actually really recruit, and also demystify the process - people didn't even know - how do you run? What does it take to run? How do I get onto the ballot? And once we started saying - Actually, there's a filing week in May where you go to - for King County Elections, or whatever your local county elections office is - and you can file online. Sometimes they have different fees, but they range in size - and you get your name on the ballot, and then you get to know your neighbors, and you encourage folks to vote for you. And so already this year at the State Party, I have asked our data team to look at opportunities where - what are the races across the state that we could win, that are at a nice edge. And one of the - really excited about this - so one of the things we just found when we were looking at the data this past week is that in the town of Sunnyside, which is in Yakima County, there are three seats that are up that are currently held by people that are leaning Republican. All three of those people won by less than 100 votes when they ran last time - one won by one vote. All three of them are men and they lean Republican. Sunnyside is a city that is 70% Latino. If we do the organizing work, if we get a Spanish language organizer, if we encourage those people to register to vote, we get some great candidates who represent the community - we could get those seats. And we could really make a difference that then, once those folks have some experience - their name's already been on a ballot - then in a couple of years, maybe they decide that they run for the next level of government. Maybe they even run for the State Legislature. And people have gotten to know them, they've been able to build up a resume. And that's the type of investment and engagement that I think is gonna be really important and a real opportunity for us to change up, particularly in these places that when you look at the map, they just look red. But then when you can get underneath that, there might be some opportunities where we can actually make a difference, pick up some of those seats, and start changing who's representing these folks. [00:12:51] Crystal Fincher: And part of that is also recruiting candidates. You talked about recruiting great candidates - that's been an area where there have been some excellent successes and there's still a lot of opportunity, some things haven't quite been mined yet for opportunity. What do you see the Party's role in developing leaders, and what can the Party do to help that happen? [00:13:12] Shasti Conrad: Yeah, I think - for years, we've talked about developing campaign-in-a-box - having some of these templates of - it's just people just don't, they don't know, right? They don't know - how do I find a treasurer? How do I set up a website? How do I - do I need to put a mailer together? How do I call people? How do I do all of these things? And for those of us who've been in this work, we do this year after year, but most people just - they're living their lives, they're not paying attention to the ins and outs of political work. And so I think that's something that we can develop the resources and the tools - there's been, especially in the Trump, post-Trump era - there've been a number of outside organizations that have developed really solid candidate training programs like Emerge, Institute for a Democratic Future, there's Run for Something, She Should Run - there's a bunch of these different organizations that are doing a great job. And I think that that's where we can partner with those folks. We've had our own candidate training program at Rise and Organize in the State Party. I am really passionate about training up the next generation of staffers and campaign managers and doing that type of leadership as well, because I also think that that's partially what we're missing in the ecosystem - is all of that support. So you get someone who's gonna step forward and decide to run, but they need help - they need a Crystal Fincher in their support system. And we need to be developing more of us that can help them do that, so I think that's something that we'll tackle in this next cycle as well, if the State Party is developing that training and organizing training. And then on the candidate recruitment side, it's really, it's just, it's finding those gems of talent. There are such great community leaders who - they're really active in their churches or they're really active - they're a nonprofit leader. They're doing this great work, but they just never thought about running for office. But talking about the impact and talking about - Okay, you're able to do this great work in your community or in your job. Let's take it to the macro level. Let's help you be able to do it for cities, and school boards, and the State Legislature, and things like that. [00:15:20] Crystal Fincher: Another issue that I think people on the ground, who may not pay close attention to party politics but they look around and they look at who Democrats are nationally, looking locally who are Democrats - wondering - there's lots of talk about - Okay, should Democrats be trying to win voters who may be disaffected from the Republican Party, or focus more on turning out people who may not be motivated to vote often for whatever reason. Do you do both? Do you do neither? What is that? And who is the base? Who is the party? Who is a Democrat? How do you approach that? Is this a big tent party that takes anyone? Is this a party that has strict ideological boundaries? What do you think that is and what will your approach be as Chair? [00:16:12] Shasti Conrad: Certainly, and I think that those answers are different in different places throughout the state, throughout the country. We are certainly a big tent. We have to create a space where the Party feels like it's welcoming, feels like it's inclusive, feels like it's a place where folks can make it their own. We need to be clear and aligned in our values - which is that we stand up for human rights, we stand up for people who are vulnerable, we're about choice, we're about freedom. These are the things that we are clear about. But there are some places where - I go back to CD3 because of just, it's the most, it's the biggest example of where that was a real opportunity for growth for us, because Marie Perez really did have to have conversations with folks who had been supporters of the Republican Party, who had voted for Jaime Herrera Beutler. But as the Republican Party has become more and more radicalized - where they are - they're not speaking for folks who maybe are a little bit conservative in their, some of their values, but for the most part are just trying to feed their families, get to work, pay the bills. The Republican Party has abandoned those folks too. And we have to be able to say the Democratic Party will make space for you if you are willing to recognize that there are some of these lines that will not be crossed, which is that we believe that everyone has right to life, liberty, and the pursuit of happiness, and all of that. And then I also think that we have to expand the base. And that means really making investments with - into communities of color, young people - I think the Party is dealing with a relevancy problem when it comes to young folks, right? Young people have seen across their entire lives the ways in which our biggest challenges keep not being addressed. And at times, on both sides of the aisle, politicians have paid a lot of lip service but nothing changes. You can feel that, you can feel the lack of movement, and then this prioritizing of incrementalism over actually doing big, bold changes - transformative work. And so we have to demonstrate that we actually are going to do the work, that we're going to make the change, that we're going to not just talk the talk. Joe Biden wasn't my first choice as president several years ago, but he has - you have to give him credit for the fact that he has been a very progressive president. We have done big things underneath his leadership the last several years, and we're not doing a good job of talking about that. We're not doing a great job of actually messaging to say - Look at what the childcare tax credit was able to do - it halved childhood poverty, it made a big difference. We are delivering and bringing infrastructure projects back into the state - money is getting moved, things are improving. The economy has been tough, but we're making it through. That's under Democratic leadership. That is without Republicans helping. And . We believe in climate change. The Republicans don't. And these are big issues, particularly I think for young people as they're looking at a future that feels like it might be worse than their parents'. So we've got to do that work. And I think we've got to actually make it action oriented too. And that's a big part of what my job will be and what we will be trying to set with the State Party is that direction and that - those changes to make the Party feel like it is a much more welcoming place and a place where people can do good work and see change happen. [00:19:55] Crystal Fincher: I think that's spot on, really smart to recognize. Younger people actually are - definitely are feeling disaffected, trying to find reasons why they should trust institutions or institutional power after seeing so many examples of it not being helpful. And that you have to have an action-oriented approach that enables people to see the change around them without relying on rhetoric or seeing that rhetoric unfulfilled. With that, how do you play a role in messaging what Democrats are doing on a national and statewide level? How can the party improve that? [00:20:34] Shasti Conrad: One of my frustration points from the last several years is I have felt we spent a lot of time identifying and speaking about our values in reaction to the other side. And you heard me probably just do it just a few minutes ago. And so often we put ourselves against - because that's who they are, we are this. And I think it's important that we start to make the shift where we start to take some of the power back and start to control the narrative by saying - This is what it means to be a Democrat. And this is what Democrats are delivering. This is what Democrats are doing. Like I said, we are the party of choice and freedom and opportunity and optimism. We're more than just the fight, right? And also I think a lot of times we just talk about winning and losing elections, but I wanna take us also to the - how are we making a difference in people's lives? What does it mean to win? Because just winning - sure, we pat ourselves on the back, we get to run up the score and be like - Look, we have this many more than them and good for us. But is it actually making a change? Are people actually feeling like they are better represented, that their lives are improving because we have the majority in the State Legislature here in Washington state? I think that's true, but we have to make sure that we're talking about that. When things are getting passed through the State Legislature, when we're taking up the middle income housing bill, when we're taking up gun safety bills, when we are looking at the wealth tax - these are things that are going to actually make an improvement on people's experience, what their time on this earth is gonna be like. And that, I think, is really important for us to talk about and take it to that next step. And I think folks are tired - they're tired of the - we get these emails where it's like urgent, deadline, biggest fight of our lives. And it's hard because it's true - every election is, feels like it's the most important one - but at some point that just, it's burning folks out. And so we've got to just be able to be honest and level with folks - Hey, I don't know if this is gonna be radically different, but this is the right step that we need to take. It's like I-135 - I was so happily surprised that it did as well as it did. It's a step in the right direction. Is it gonna solve the housing and homelessness crisis in Seattle? No, but it is going to help us move in a direction where we can actually start to look at some solutions. And so I'm grateful that folks decided to step forward and vote and participate and do, especially in an off-cycle, odd year election. And again, it's we just have to be - we have to be able to level with folks. And that, I think, is a change in tone that I hope I can help to bring to the Party here in Washington state. [00:23:22] Crystal Fincher: I think Seattle's Initiative 135 for social housing is a really great and instructive example for how we can organize and what the opportunity is. We saw seniors who were afraid that they weren't gonna be able to age in place. We saw young people who wanted to make sure that there was gonna be a space for them in the community - urbanists, communities of color. The DSA was canvassing in support. We saw local democratic party organizations - from the King County Democrats, 46th District Democrats, and a number of folks and coalitions coming together. Some elected leaders, community leaders, activists - all coalescing around this. And really willed that to victory, as you said, during an off-year - not in those higher turnout elections that have Congresspeople and the president on the ballot. And in February, no less - I'm still excited by that. But it does bring up some interesting questions going back to - Okay, who is a Democrat and who is the Democratic Party there to serve? Because in Washington state, particularly to a degree that a lot of other states don't, there's an interesting dynamic here in that it's not just the Democratic Party and the Republican Party. Certainly we have very competitive Democratic and Republican races - we've both been involved in quite a few of those. But also in several areas in King County, especially in Seattle, Washington - Republicans aren't as much of a competitive party to Democrats as the DSA, Democratic Socialists of America, or the People's Party. People who predominantly skew younger and don't necessarily find themselves completely aligned with the Democratic Party - a lot of times due to national issues - but are saying, I am aligned with these values. I am finding more action and I feel that there is more honesty about those values outside of the Democratic Party in something like the DSA or other organizations. And that playing out in interesting ways, whether it's access to the Party database and VoteBuilder, endorsements in local party organizations, and so on and so forth. How will you be going about defining who is a Democrat, in ways that are consequential when it comes to running for office or advancing policy and the utilization of State Party resources? [00:25:52] Shasti Conrad: You have to be able to say that you're a Democrat, right? You have to be willing to identify as a Democrat in order for us to be able to share those resources. It's like any other kind of club or organization - you have to be willing to sit with us at the lunch table and say that you're willing to work with us to be able to do that. But I am clear that, particularly in urban areas in Seattle and King County in particular, that we as a Democratic Party - we have been losing out folks to alternative parties. You mentioned DSA, Working Families Party, the People's Party - we have been losing out. And particularly young people are finding that moving to some of these other parties is where they feel like they identify better, that they feel like they're being seen, that they feel like they're able to get more work done. And I think that's something that we have to address. We talk a lot about recruitment. We talk a lot about trying to get people to come into the Party. But I don't think we've spent enough time really talking about - what is the experience of being in the Party? It's the retention piece of it - it is the experience of when you come into a party organization - who are you being met by? Are our folks being welcoming? It's not a secret that a lot of our Party spaces are - it's mostly run by folks that are older, it's retired folks - because they have the time. And I value that work - so I've learned from so many of our elders, who have been organizing and doing this work since the '60s, right? And they have committed their lives to doing this. And that is something that I value and appreciate and respect. But you look at any kind of organization, company, brand - and if your workforce was all 65 and older, you would say - That's probably not a sustainable brand. We've got to figure something out. And so I think making room to create these intergenerational communities where younger people can see themselves - and not just as tokenized members, but as leaders. I'm the first woman of color in this role. And I'm also the youngest Chair - I'm under 40, and that makes me the youngest Chair in Washington State Party's history. And I think that I'm a marker of showing what - this next generation of leadership - that it's time. It's time for us to move into these roles and into - both in terms of the visibility, but also in just the change in perspective and the ways that we organize. And that's something that I think is - we're gonna have to show that. We do a lot of telling, but we're gonna have to really demonstrate that those changes are gonna happen. And that - particularly those younger folks that are choosing to go to other spaces, that they can see themselves in the work. Really quickly, I'll just say Maurice Mitchell, who's the head of the Working Families Party nationally, wrote a really beautiful article a couple months ago where he talked about what was needed for continuing the work in the progressive movement. And he talked about the need to be able to meet the moment, to build winning coalitions, and to bring joy into the work. And what I say to that is - I agree 100% - we are in alignment there. It's just maybe a little bit of a difference in tactics and in institutions. My sense is that the Democratic Party is what we have and what will be here, and that it needs to be built and transformed from within - to be able to meet the moment, to be able to build winning coalitions. And we've got to infuse it with more joy - to push back against the institutional burnout that is happening everywhere. And my hope is by doing that, folks will see that we, the Democratic Party, can also be a part of where they can do their organizing work. It can be a part of the coalitions that they want to be a part of, and that they'll see themselves as members of the Democratic Party, alongside maybe some of these other organizations. [00:29:49] Crystal Fincher: And following up on that - just because this has come up in so many different situations and circumstances here in Washington state, so you say - Okay, you need to be a member of the Party. Can someone align themselves with more than one party? If they say - Hey, I'm in DSA and I'm a Democrat? Do you feel that that counts as membership in the Democratic Party? Does it have to be exclusively the Democratic Party? I know some local party organizations have different approaches to this. What is the State Party approach? [00:30:21] Shasti Conrad: It is a case-by-case scenario. Again, as we talked about earlier, each of the party organizations have their own rules, their own sets of how they do things. And so I don't think that it's right for us, at the state, to go against what some of those different organizations have said. So it is case by case, but I will always just advocate that I want folks to feel proud to be a Democrat and so it is important - to be able to have access to resources and whatnot - that they are willing to say that and are willing to come and be a part of the work. And we have wonderful volunteers that are part of this Party that are doing great work. And I hope that folks who maybe have been a little bit wary of getting involved in the Party will just come and give it a try, and will see that it's a new day and folks are, I think, a bit more willing to work with people who come from different backgrounds and different perspectives. [00:31:17] Crystal Fincher: Definitely. And it is a very King County-centric issue to be having to negotiate through - Okay, we seem to be aligned on values, but this person says they're in the People's Party and we're Democrats - and working through that. But what has happened in situations where there is a clear lack of alignment, whether it be from people who are self-labeling themselves as Democrats - but who are predominantly supported by Republicans, or just officially endorsed by the Republican Party, have a history supporting and donating to Republicans. And that has been called out by your predecessor, Tina Podlodowski, in a few different situations - revoking access to the Party database, or preventing access to Party resources, and standing behind the refusal to endorse from several organizations. Do you anticipate that continuing? What's your approach to people who seem to be clearly misaligned, but who insist on calling themselves Democrats? [00:32:22] Shasti Conrad: Certainly, this is - probably at times I was somebody who was like - Hey, Tina, what do we do here? And maybe was pushing her in some ways on some of these issues. And now, as I'm in the role, I understand better what the challenges are - 'cause it's nuanced. To be able to set one policy that works for the entire state, it's difficult because the issues here in King County are - this person wants to organize with the Working Families Party, can they also be considered a Democrat? In other parts of the state, it's - No, this person is a full Republican, but we don't have any Democrats that are running. Can we endorse the Republican? And then we even had a case last year in King County where somebody was running as a Democrat who was on a - that was for a white supremacist rally. And those are our data we have to be so careful with. This is people's personal private data that we are responsible for, and so we have to be careful about how that is shared. And so that is something that I take very seriously. And I think that there's a lot more that we could be doing to ensure privacy and security for our candidates, for our elected officials, for our members, for our volunteers, and whatnot. And so these are things that I now think about when making these types of decisions - that it was easier when I wasn't in the catbird seat to be able to say - Hey, why can't we do X, Y, and Z? And it's - Now I'm on the inside, I get it. So these will be things that we'll get and review as they come up, but it is certainly a challenge and I think making sure that our folks are safe is the number one priority. [00:34:06] Crystal Fincher: That makes sense. There was - speaking of folks being safe - several notable instances of predominantly Black candidates and staff members of those Black candidates being targeted for violence and hostility during campaigns. Several of those instances made news, several more didn't - but certainly a concern among people who are volunteering and who are turning out in the Party apparatus to help their local and federal candidates. What is the Party's responsibility in keeping candidates safe, especially those candidates who have shown to be targeted at a higher rate than others? And what more can the Party do to address that? [00:34:50] Shasti Conrad: Absolutely, yeah. It's candidates - it's also their staff and their volunteers. We had a number of cases this last year where a Black campaign manager was targeted. We had volunteers who were followed and whatnot. Already, I've talked with members of our Black Caucus to say - Let's be proactive. 'Cause one of the things that I've heard quite a bit was - these things would happen, and then after the fact, there'd be some kind of - Okay, now what? But then action maybe wasn't taken. And we know that the environment that we are in right now is - it's very heightened. And that's particularly, it's even though that white hot light is even harder on people of color - we just know that particularly Black people. So I definitely want to be proactive in making sure that we have thought through safety and security plans as folks are starting to get back out on the campaign trail, that we have talked through what kind of security support we can provide. I think it's something that needs to be tackled by the ecosystem, so that's something that needs to be worked through with the caucuses as well - the House and the Senate - because they also support folks that are running for those seats. And working with the specific folks to make sure that this is something that they actually want. And yeah, I take it very seriously. And I think about it too - I'm a woman of color who - I live in south Snohomish County and I've got white supremacists in my neighborhood. And I know that feeling - both in terms of there's a physical threat, but there's also the psychological, the emotional, the mental, like all of that - of just knowing that these folks that are right here, who want to destroy what we believe in and want to hurt us, right? They see us as the enemy, so I take all of that very, very seriously. And I think that's something I would love to maybe come back - and if you can help me put together a group too - to talk through what that looks like and how we can build solid safety plans for our folks. [00:36:48] Crystal Fincher: Absolutely - have been involved in those conversations - happy to be helpful in any way I can. You talked about Marie Gluesenkamp Perez earlier who, in the Third Congressional District, won what was probably the biggest upset in the country last November - in winning her race over Joe Kent for the seat previously held by Jaime Herrera Beutler. What do you take away as lessons from that race, and how will Democrats be showing up in rural areas in your tenure? [00:37:18] Shasti Conrad: I think it was clear - we can't miss these opportunities. We can't take them for granted. We have to do the direct people-to-people organizing. And I think it's particularly true in rural communities, but I find that it's true also in communities of color where - in these places where they have often felt left behind, dismissed by the Democratic Party, we have to build trust - and it takes showing up, not just showing up only in the fall of an even year, but it takes showing up throughout the year, being there. And it's being neighborly. It's like - How are you? What do you need? What's going on in your life? It's asking and actually getting to know folks. Something a lot of people don't know about me, but I actually grew up on a farm. I grew up in a small town in Oregon. I grew up on a farm - we had ducks and chickens and sheep. My task as a small kid was to go get the eggs from the chicken coop every day, and I talked about this a lot as I was campaigning and whatnot. My grandmother really taught me how we would trade the chicken eggs with the neighbor down the street who had a beehive and we would get honey from them. And then you'd have the neighborly conversation of - Hey, how are you? How are the kids? You'd get to know - okay, if you wanted to meet up with so and so, the best time to see them was at church. Or everybody would go to the local Shari's and go after church. Or if you wanted to talk to Bob, you'd see him at the local pub on Wednesday nights - and that's where you would find these folks. And so getting to actually know them, talk to them - that it takes this people-to-people, conversation-by-conversation relationship building to be able to demonstrate that you are a real person who cares and wants to make their lives better. And because they know you, and you're saying - I believe that Marie Gluesenkamp Perez is gonna make the difference - then they'll trust you. And that just takes time. You have to operate at the speed of trust. And that's particularly true, I think, in rural communities - but I am finding that to be the case in the Latino community, in the tribal communities, Black community, Asian API community - this is true just with organizing and with people, but particularly with folks who have felt like they've been sold a bill of goods before by many politicians. So yeah, so I think this type of organizing is what matters. I just heard about - last week, there was a house party for Marie and 140 people showed up - and that's exciting. And in February of an even year - folks are excited - they want to help. They wanna make sure that we return Marie in two years and that she has the support. Marie held the first town hall that that district had had in years because Jaime Herrera Beutler wasn't doing town halls. And she's talking to people who didn't vote for her. And she's talking to people who didn't think that she would represent them. And she's demonstrating - no, I represent this whole district and I'm gonna show up - even if you're gonna tell me you don't like me, I'm here. And that is what we have to do. And it's gonna take several years probably for some of these districts to change, particularly in Central and Eastern Washington. But if we make the investment, we do the organizing work - we have to be ready for when an opportunity presents itself for us to get that and flip those seats. [00:40:38] Crystal Fincher: So I know we're right at the beginning of your tenure - you're just starting out, learning everything, getting your feet underneath you. But what might that look like operationally and in practice? Is that more satellite offices across the state and in rural areas? Is that hiring a different kind of organizer underneath a different kind of model? What can that look like? [00:40:59] Shasti Conrad: Everything costs money, and so I have to go raise the money to go make this happen. But my dream is to develop a organizing pipeline that is particular to rural communities, and maybe even developing an organizing fellowship at some of the rural colleges, community colleges throughout the state - where we can actually develop folks who come from the communities to get the right training, but then get hired into the organizing jobs - onto the Coordinated Campaign where we can actually keep them and support them so that they're not only there for a few months at a time, but actually are building these relationships over several years. And then when we have a Coordinated Campaign and that's over, that we have a place to be able to move those organizers - to go work with the unions and do union organizing when it's not high campaign season and then move them over to us, getting them into internship programs with different agencies and things like that. I benefited from the fact that I was a college student who graduated into Barack Obama running for president back in 2008. And had I not had those opportunities early in my life, early in my career - I would not be here today, I would have picked another job, I wouldn't have stayed in politics. But there were opportunities that presented themselves - and the mentors and people supporting me - and then one job turned into another and suddenly it's been 15+ years and here I am. And I just think that there's so many Shastis out there. There's so many folks, but they just haven't had the opportunity and the support. And like the rest of the country and so many other industries, young people are like - How am I gonna take care of myself? How am I gonna pay the bills? And if politics and working for a local government and whatnot doesn't pay the bills and those opportunities aren't there - they're gonna leave their home communities, and they're gonna take jobs with Amazon, or they're gonna take jobs that are steady paychecks, and we're gonna lose them for a generation. They're gonna - it's hard to get off those trains when you're on them. And so we've got to build those opportunities, and we've got to - one of the things that I'm really excited about potentially doing is I really wanna work with the youth councils on the reservations to really talk about job opportunities in the political sector - and running for office themselves - but also being a campaign manager, being an organizer, finding those opportunities. So that they can see that there's this whole other world of opportunities and jobs that could help them to stay in their own communities, but also take them around the world to work on other campaigns all over the place if they would like to. [00:43:42] Crystal Fincher: That makes sense. And thank you for spending all of this time with us, being generous with your time. As we begin to wrap up, I want to draw inward a little bit. We've talked about what the Party will be doing within the community and your approach to that. But I also wanna talk about staff, really - of the State Party, of campaigns, of Democratic electeds serving in office - and this conversation that we've been having, that's been evolving, about unionization, working conditions, supporting workers in that. We have lots of labor partners, as a Party entity, and alignments there. But there has been, frankly, a mixed reception from a lot of people when it comes to the unionization of campaign workers, for campaigns across the board - this is something that has certainly made it to legislative and congressional campaigns. There may be conversations about that in some local campaigns - we have seen a few instances of that. But also within the Party, legislative staffers just had a battle to get some of that kicked off. Do you think that campaign workers should be able to be represented by a union? And what guidance and examples are you providing for local electeds and other progressive organizations? [00:45:02] Shasti Conrad: 100%. I actually believe that the State Party - under Tina's leadership, to give credit where credit's due - was the first State Party to unionize. And that's not without its challenges, right? People have been figuring it out as they go - we've been building the plane as we flew it, and so I think that's been - some of the trying to find the right home for Campaign Workers Union, trying to work through the particular seasonal working issues that come with being on campaigns and whatnot. But I think it's incredibly important. I remember what it was like as a young person where I was in unpaid internships - I was certainly working way more than 40 hours a week at times on campaigns and didn't have much recourse of things were happening, where to go to. And so I think it's a vast improvement of where we were 10 years ago, 20 years ago - certainly the last couple of years. So yeah, I think we will certainly encourage the candidates that come through that they should unionize their staff, depending on the size, on all of that - but I think it's really important. I did the Pathway to Power program last year that's put on by the Washington State Labor Council and learned a lot about labor issues, but learned a lot also about - in the role of candidate or chair or whatnot, how to leave room for your staff and workers to be able to unionize and the ways to show support. But also that means sometimes taking a step back and allowing them to take the lead and not having - you now have to see yourself as a manager, and not putting yourself on both sides of the table and things like that. So there's things that we're still working through to have all of this stuff figure itself out, but I think it's incredibly important. I was excited to see that I believe the - nationally, I believe that the Democratic Congressional staffers unionized and I think here in Washington State, we're gonna continue to see those unionizing efforts happen in all parts of our ecosystem, and I think it's a really exciting thing. As I've been talking to labor union leaders - particularly the last few weeks, like I've just said - some of the best progressive wins of the last several years have been labor wins. And so we have to be good partners, and that includes unionizing efforts of our own staff, our own teams. [00:47:16] Crystal Fincher: Absolutely, completely agree. And thank you for spending this time with us today. We'll be following along as things progress and look forward to speaking with you again. Thanks so much, Shasti. [00:47:26] Shasti Conrad: Thank you so much - always a joy to see you and spend time with you. Thanks so much. [00:47:29] Crystal Fincher: Thank you for listening to Hacks & Wonks, which is co produced by Shannon Cheng and Bryce Cannatelli. You can follow Hacks & Wonks on Twitter @HacksWonks. You can catch Hacks & Wonks on iTunes, Spotify, or wherever you get your podcasts - just type "Hacks and Wonks" into the search bar. Be sure to subscribe to the podcast to get the full versions of our Friday almost-live shows and our midweek show delivered to your podcast feed. If you like us, leave a review wherever you listen. You can also get a full transcript of this episode and links to the resources referenced in the show at officialhacksandwonks.com and in the episode notes. Thanks for tuning in - talk to you next time.

Lady Don't Take No
Changing the Game with Maurice Mitchell

Lady Don't Take No

Play Episode Listen Later Jan 27, 2023 55:17


Alicia Garza welcomes back the nationally-recognized political strategist, Maurice Mitchell. Mitchell is the National Director of the Working Families Party, a multiracial party that fights for workers over bosses. Garza and Mitchell take a deep dive into his game changing essay, Building Resilient Organizations: Toward Joy and Durable Power in a Time of Crisis.  Garza's weekly roundup of all the news you can use focuses on Iran's executing of protestors, more mass shootings in California, and the first anniversary WITHOUT Roe v Wade. However, Lady does share some love for Black women appraisers and pay transparency lawsLady Garza is back with an all new Love Notes about coming across complete and utter trash inside the movement. Maurice Mitchell on Twitter, Instagram and Facebook.Lady Don't Take No on Twitter, Instagram, Facebook & YouTubeAlicia Garza on Twitter, Instagram, Facebook & YouTube * Do you have a question for Lady's Love Notes? Seeking advice on love/romance/relationships? CLICK HERE to send Lady Garza your question, and she may read it on the show! This pod is supported by the Black Futures LabProduction by Phil SurkisTheme music: "Lady Don't Tek No" by LatyrxAlicia Garza founded the Black Futures Lab to make Black communities powerful in politics. She is the co-creator of #BlackLivesMatter and the Black Lives Matter Global Network, an international organizing project to end state violence and oppression against Black people. Garza serves as the Strategy & Partnerships Director for the National Domestic Workers Alliance. She is the co-founder of Supermajority, a new home for women's activism. Alicia was recently named to TIME's Annual TIME100 List of the 100 Most Influential People in the World, alongside her BLM co-founders Opal Tometi and Patrisse Cullors. She is the author of the critically acclaimed book, The Purpose of Power: How We Come Together When We Fall Apart (Penguin Random House),  and she warns you -- hashtags don't start movements. People do. 

We Live Here
We Live Here Auténtico! | Ben Molina | Bolivian Born...Made in STL

We Live Here

Play Episode Listen Later Jan 14, 2023 36:00


[WLHA 013]: We Live Here Auténtico! | Ben Molina | Bolivian Born... Made in STL Today we're joined by Ben Molina. Originally from Bolivia, Ben is passionate about elder care and his work at the Alzheimer's association is making a difference in the Hispanic community. Ben opens up about his journey with depression, finding love and his calling in his field.  He discusses the challenges of a disease that disproportionately affects Hispanics and gives us some advice on the conversations and planning that we should start to have in our own families. Ben's superpower is Empathy! “I don't know how I discovered it. I was always very sensitive to other people and very observant of other people. Also, my mom had a wonderful way of always encouraging us to think positive about people and situations. It's helped me a lot in the field of social work”, says Ben. What does living Autentico mean to you? Autentico means being comfortable in my own skin regardless of the situation. If I am comfortable and honest in who I am, then you are getting the best version of me that I can be. About Ben Ben Molina is a Bolivian-born St. Louis City resident. He's been living in St. Louis for 8 years. Ben has a master's degree in social work from Washington University and currently serves as Program Manager for the Alzheimer's Association, Greater Missouri Chapter. Ben is also on the Board for Social Work Leaders in Healthcare. Mentioned in this episode: What is Alzheimer's.  https://www.alz.org/alzheimers-dementia/what-is-alzheimers Hispanic Americans and Alzheimer's Latinos & Alzheimer's Disease:  New numbers behind the crisis https://www.usagainstalzheimers.org/sites/default/files/Latinos-and-AD_USC_UsA2-Impact-Report.pdf Links to power of attorneys/ financial:  https://missourilawyershelp.org/legal-topics/durable-power-of-attorney-for-health/ Poder Notarial Duradero para el Cuidado de Salud y Directiva de Cuidado Médico https://missourilawyershelp.org/wp-content/uploads/2021/06/Durable-Power-of-Attorney-Full-Booklet-4-25-17-Spanish.pdf Connections: Connect with Ben Molina Linkedin https://www.linkedin.com/in/bennmolina Music Guide: SEGMENT 1 Good as Hell-Lizzo Good As Hell (Clean Version) (Audio) - Lizzo https://www.youtube.com/watch?v=QskZIrbRt7c    https://www.youtube.com/watch?v=AoAm4om0wTs Lady Gaga, Ariana Grande - Rain On Me https://www.youtube.com/watch?v=AoAm4om0wTs SEGMENT 2 https://www.youtube.com/watch?v=3tgspkNRIcc&ab_channel=KaceyMusgravesVEVO https://www.youtube.com/watch?v=L0X03zR0rQk   https://www.youtube.com/watch?v=KpwSV1QBd8M&list=OLAK5uy_m4wNZ2nJPQ9ACIaRbcxcsMxZM6oC6MsSk&index=5&ab_channel=NLaFourcadeVEVO SEGMENT 3 https://www.youtube.com/watch?v=Msl2fl3h59I https://www.youtube.com/watch?v=mSfH2AuhXfw https://www.youtube.com/watch?v=83S-KtvGM2M&ab_channel=CeliaCruzVEVO

R-Soul: Reclaiming the Soul of Reproductive Health, Rights, and Justice
Resourcing the Movement: Great Books, Ideas, and Frameworks from 2022

R-Soul: Reclaiming the Soul of Reproductive Health, Rights, and Justice

Play Episode Listen Later Dec 28, 2022 31:19


Faith Organizers Kelley Fox and Terry Williams close out the year with an episode jam-packed full of resources for all of our justice-minded listeners. With a show notes section filled to the brim with books, audio articles, and even app recommendations, Kelley and Terry want to make sure you have all the best faithfully pro-choice info heading into 2023 and beyond! Links to discussed content: Kelley's Suggestions Emergent Strategy, by adrienne maree brown: www.akpress.org/emergentstrategy.html Grievers, by adrienne maree brown: www.akpress.org/grievers.html StoryGraph: https://thestorygraph.com/ Libby: www.overdrive.com/apps/libby Conflict Is Not Abuse, by Sarah Schulman: https://arsenalpulp.com/Books/C/Conflict-Is-Not-Abuse The RTJ Playlist: www.youtube.com/watch?v=a25T4KlaQDs&list=PLbfHdh_1xRX4U8IFnGE_6G3SjAzQhcRG6 The Barnard Center for Research on Women: https://bcrw.barnard.edu/ The Art of Losing, by Kevin Young: https://kevinyoungpoetry.com/the-art-of-losing.html Jelly Roll, by Kevin Young: https://kevinyoungpoetry.com/jelly-roll-a-blues.html My Mother Was a Freedom Fighter, by Aja Monet: www.haymarketbooks.org/books/1067-my-mother-was-a-freedom-fighter Mr. Morale & The Big Steppers, by Kendrick Lamar: https://pitchfork.com/reviews/albums/kendrick-lamar-mr-morale-and-the-big-steppers/ Terry's Suggestions Choice Words, edited by Annie Finch: https://anniefinch.com/choicewords/ The Baby Thief, by Barbara Bisantz Raymond: https://babythief.com/ Ramp Hollow, by Steven Stoll: https://us.macmillan.com/books/9780809095056/ramphollow We Will Not Cancel Us, by adrienne maree brown: www.akpress.org/we-will-not-cancel-us.html Beautiful Trouble Resources: https://beautifultrouble.org/ On Repentance and Repair, by Rabbi Danya Ruttenberg: www.amazon.com/Repentance-Repair-Making-Amends-Unapologetic/dp/0807010510 "Building Resilient Organizations: Toward Joy and Durable Power in a Time of Crisis," by Maurice Mitchell: https://convergencemag.com/articles/building-resilient-organizations-toward-joy-and-durable-power-in-a-time-of-crisis/ Music by Korbin Jones

What in the World with Paul Seaburn
Heart Mojo with Melinda Smith_ Care Giving_Family 11_21_22

What in the World with Paul Seaburn

Play Episode Listen Later Nov 22, 2022 40:45


Please subscribe to our YouTube page to get notices on all new podcasts as well helping us grow our audience. https://www.youtube.com/c/NewClevelandRadio Caregiving for someone you love, family, friend, or someone in need. You too must find time for self-care and assistance. Melinda and I (Karen Hale, Producer) discuss caregiving in person or virtually. Technology allows us to communicate with "the individual" and their medical team using various sources. However, prior to any illness or medical need, having your paper-work in tack is essential. Melinda is serving as her brother's Medical Power of Attorney - however as long as he is mentally capable of making his own decisions, she is on RED ALERT with all the legal paperwork that has been filed. (A medical power of attorney form (MPOA) allows a person (“principal”) to select an agent to make healthcare decisions on their behalf. The agent's powers are effective after the principal becomes incapacitated or cannot make decisions on their own.) https://eforms.com/power-of-attorney/medical/ Additional information to assist you in being an Advocate or Care Provider is to recognize your strengths and weaknesses. Your individual is counting on you to help make good decisions, seek assistance through their medical team, and do not be afraid to connect with Hospice if no other reason that to provide you with peace of mind. It is also important to have financial arrangements discussed before anyone gets ill or has an accident - establishing a Durable Power of Attorney for Financials is needed - do not hesitate to start asking questions and plan ahead. ***Our children at the age of 18 are technically emancipated they too should have all this paperwork filled out. Your young adult child may be placed in the hands of the Court if they were to become ill or injured. As a parent unless specified in the documents we discuss is completed, you will have no say into their care. https://www.lawdepot.com/contracts/power-of-attorney-form The 2020 update reveals an increase in the number of family caregivers in the United States of 9.5 million from 2015 to 2020. Please reach out to Melinda on Facebook https://www.facebook.com/melindasmithhearmojo newclevelandradio@gmail.com

Talk Law Radio Podcast
Texas Durable Power of Attorney (Part 1) (6-24-21 Reupload)

Talk Law Radio Podcast

Play Episode Listen Later Oct 22, 2022 51:49


What is a durable power of attorney? Learn about what a power of attorney is and how to decide who to appoint. I will also point out some of the changes that the Texas Legislature made in 2017 Join Todd Marquardt every week for exciting law talk on Talk Law Radio! The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. .See omnystudio.com/listener for privacy information.

Staying in the Black
8 Document Your College Student Needs

Staying in the Black

Play Episode Play 30 sec Highlight Listen Later Jun 11, 2022 28:06


8 Document Your College Student Needs 1. Insurance for Your Child's Belongings 2. Durable Power of Attorney 3. HIPAA Authorization Form 4. The Psychiatric Advanced Directive 5. Health Insurance 6. Insurance waiver 7. Living Will/ Medical Power of Attorney/ Advance Healthcare Directive 8. Family Education Rights and Privacy Act (FERPA) Waiver Bonus 1. Register to vote 2. Medical and Dental Appointments

Briefly Legal
Reinstating the Oklahoma Durable Power of Attorney for Healthcare

Briefly Legal

Play Episode Listen Later May 25, 2022 17:22


Last year, on November 1, 2021, the new Oklahoma Uniform Durable Power of Attorney Act took effect, inadvertently repealing the Oklahoma statutory provisions that authorized executing a durable power of attorney for the purpose of making healthcare decisions. Six months later, those provisions have been reinstated through the creation of the Oklahoma Health Care Agent Act. Healthcare Practice Group member Maggie K. Martin explains the key elements of the Act related to patients and providers alike, and discusses the role she played in helping to draft the bill's language.  About Maggie K. Martin  Connect with Crowe & Dunlevy:Website | Facebook | Twitter | LinkedIn

Empower Women Pod - The Encore
Estate Planning for Serenity and Empowerment.

Empower Women Pod - The Encore

Play Episode Listen Later Apr 26, 2022 19:44


We'd like to thank Ellen Glickman-Simon for hosting our April 12th Empower Women Event, Estate Planning for Serenity and Empowerment. An increased sense of serenity and empowerment are two of the main reasons to plan for your legal health. Many of us, especially parents of young children, do not realize how comforting it can be to have a plan in place in case of illness or death. Instead, we feel apprehensive about the choices involved in the estate planning process: who to name as beneficiaries, fiduciaries (e.g., health care agents), or guardians. While it takes courage to do this work and discipline to make the time to do it, the rewards are great. Feelings of relief, pride, empowerment, and solace often follow a completed estate plan. Ellen offered a manageable, step-by-step approach to creating your Will, Health Care Proxy, Durable Power of Attorney, Trust (for certain situations) and related estate planning documents. Ellen Glickman-Simon, J.D., L.L.M. Ellen graduated from Tufts University in 1982, received her law degree from Northeastern University School of Law in 1987, and her master's degree (L.L.M.) in tax law from Boston University School of Law in 1988. She practiced law in the tax department of a major Boston firm as well as a suburban business firm before establishing her own office in Sudbury, MA, in 1995 where she has over 25 years of estate planning experience. We hope you enjoy this podcast episode! General Disclaimer: Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

The Signal O Podcast
#23: Estate Planning

The Signal O Podcast

Play Episode Listen Later Apr 5, 2022 75:29


Sean Devlin & Bryce Burton are both experts in Estate Planning. They discuss the importance of securing your assets in order to avoid Probate. We also dive deep into the details of a Living Will, Durable Power of Attorney, Healthcare Power of Attorney, Financial Power of Attorney and setting up a Trust. For more information click the links below to contact Sean or Bryce.  Sean.Devlin@pd-attorneys.com https://pd-attorneys.com  bryce@bwburtonlaw.com  https://www.bwburtonlaw.com DISCLAIMER: The information on this podcast is for general information purposes only. Nothing in this podcast should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or listening does not constitute, an attorney-client relationship. Listeners are advised to consult with a qualified attorney on any legal issue.   

Briefly Legal
The Elimination of the Oklahoma Durable Power of Attorney for Healthcare

Briefly Legal

Play Episode Listen Later Oct 27, 2021 19:05


Whether it's a medical emergency or terminal disease, decisions pertaining to one's health—especially in end-of-life situations—can be some of the most difficult to make. In some cases, patients rely on an appointed individual to make those decisions for them. On November 1, 2021, House Bill 2548 will go into effect, specifically removing an individual's ability to execute a durable power of attorney for healthcare purposes. Healthcare Practice Group member Maggie K. Martin discusses key provisions repealed by the new legislation and the limited options that Oklahoma residents can utilize in place of the durable power of attorney.About Maggie K. MartinConnect with Crowe & Dunlevy: Website | Facebook | Twitter | LinkedIn 

Talking Seniors
Episode 10: Why Everyone Should Have a Durable Power of Attorney

Talking Seniors

Play Episode Listen Later Oct 6, 2021 32:21


In this episode, Lauren Enea, Esq. interviews Anthony J. Enea, Esq. and explores the importance in having a Durable Power of Attorney.

Aging Intelligently
"I Care A Lot" Movie Review

Aging Intelligently

Play Episode Listen Later Jun 29, 2021 41:08


Robert and Cricket Haley are your guides to aging intelligently. In this inaugural episode, they review the validity of the Netflix movie "I Care A Lot". This discussion explains guardianships, conservatorships, capacity evaluations, who can serve as a guardian, who is the GAL and so much more. I Care A Lot https://www.netflix.com/title/81350429 Health Care Tool Kit by the VA Bar Association as information for your Health Care Power of Attorney: https://www.americanbar.org/groups/law_aging/resources/health_care_decision_making/consumer_s_toolkit_for_health_care_advance_planning/ Concerning the Durable Power of Attorney https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/agingintelligently/message

Aging Life Network
Managing Finances under a POA/Trust/Conservatorship

Aging Life Network

Play Episode Listen Later Mar 24, 2021 60:00


Many family members and friends are named in the role of financial fiduciary under a Durable Power of Attorney, or as a Trustee or Conservator. While there are variations based on State specific laws, there are fundamental protocols and practices that those in these roles my guest and I would recommend people adhere to. My guest, John Attwood, has been working professionally in these capacities for almost two decades. He and I will discuss the day-to-day challenges faced when working with banks and investment companies, as well as practice standards and the responsibilities of a fiduciary. If you are currently acting in any of these roles or have been named to step into such a role in the future, you will want to join us.

Life and Death Matters
4 Legal Docs Every Adult Should Have

Life and Death Matters

Play Episode Listen Later Jan 18, 2021 5:06


Every adult should have a basic estate plan comprised of four documents: a Last Will and Testament, a Durable Power of Attorney, a Healthcare Directive and a Living Will.  In this short episode you'll learn what each document does and why it's critical to have.  Reach out to Attorney Marc Guertin with your estate planning questions at 203-234-7400 or email marc@guertinlaw.net.  You can learn more about estate planning and Marc at GuertinandGuertin.com. 

The Road to Retirement with Tripp Limehouse
Four must have documents in retirement planning. This week Tripp Limehouse breaks them all down.

The Road to Retirement with Tripp Limehouse

Play Episode Listen Later Oct 23, 2020 49:36


Four documents you absolutely should have in place way before you retire. This week Tripp Limehouse breaks them all down, from the Durable Power of Attorney to the Healthcare Directive. If you don't have these any inheritance you leave could be eaten away by taxes or even given to the wrong person. Don't miss this often overlooked part of retirement planning.  Call 800-940-6979. Visit LimehouseFinancial.com Text TRIPP to 21000.See omnystudio.com/listener for privacy information.

The Valley Today
Suzan Herskowitz Talks Medical Directives, Durable Power of Attorney, Wills & Estate Planning

The Valley Today

Play Episode Listen Later Jan 2, 2020 43:45


We recorded today's episode in the conference room at the law office of Suzan Herskowitz. Our conversation centered around: medical directives: what they are, why they're important and several reasons you should have one; durable power of attorney: responsibilities of those you choose and things to consider when making that choice; wills: why you need one, things to consider when drafting it, and the process from discussion to completion; estate planning: estate taxes for 2020 and the current amount of the gift tax. Our conversation ran longer than the on-air time allowed and was edited; but the entire conversation can be heard here on the podcast version. For more information or to schedule a consult with Suzan, call her office: (540) 450-3223; visit her website: https://suzanherskowitz.com/ and follow her on Facebook: https://www.facebook.com/SuzanDHerskowitz/