Thursday, November 23, 2017
Jody Giles, a charitable and financial planner, is the author of Missing Pieces Plan, a book aimed at helping individuals leave “a legacy, not a mess.” When Giles’s mother became ill, she realized that she had never considered her mother’s end-of-life wishes, the location of important documents, or how she would want to be celebrated. As an only child, Giles realized that the burden was solely on her to share her mother’s legacy with her own twin daughters. In response to this familial crisis, Giles undertook the time-consuming endeavor of filling in the missing pieces for her own family. As part of the process, she necessarily constructed a generic template that she felt moved to share with others: “Many of these pieces are ones most of us don’t want to talk about and therefore get left out of traditional financial plans. Missing Pieces Plan is a resource that families need yet did not exist until now.”
See MeiMei Fox, How Planning For Your Death Can Help You Live A More Purposeful Life, Forbes, August 29, 2017.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.