- Dr. Kimberly Harms transitioned from a 30-year dental career to grief counseling and becoming a death doula after personal health issues and loss.
- She emphasizes the importance of preparing for death to prevent family conflict and ensure a peaceful legacy.
- Clear wills, healthcare directives, letters of intent, and family discussions are critical to avoiding post-death disputes.
- Legacy goes beyond money, including love, resilience, life skills, and emotional guidance for future generations.
- Grief is a process that requires active effort, time, and sometimes professional help to work through.
- Celebrating life after grieving can bring joy and help loved ones move forward.
- Discussing death openly with family, including children, helps prepare them and reduces misunderstandings later.
- Emotional affairs, forgiveness, and reconciliation should be addressed while alive to avoid burdening loved ones.
- Material possessions should be organized or distributed before death to minimize conflict.
- True legacy is remembered in the hearts and minds of loved ones, not through wealth or public recognition.
- Giving back through acts like teaching, volunteering, or creating positive impact can extend one’s legacy beyond family.
- Preparing now—financially, emotionally, and relationally—ensures loved ones can thrive after one’s passing.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Douglas Heagren | Mergent College Advisors
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For more information, visit the show notes at https://moneytreepodcast.com/end-of-life-planning-kimberly-harms-750