Reflecting on the loss of a loved one is an agonizing journey nobody willingly embarks on.

Yet, those who take proactive steps to brace themselves for such an inevitable occurrence are often spared the crippling weight of financial burden and the relentless onslaught of emotional upheaval in the aftermath.

Join Nicole Romito as she welcomes her esteemed colleague, Carrie Shoener, to discuss the critical but often overlooked topic of preparing for the death of a loved one. Despite the difficulty, it is essential to have these conversations to ensure that everything is in order and wishes are understood. 

Learn key steps and best practices as Nicole and Carrie discuss:

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• How to approach the end-of-life conversation with your loved ones
  
• Strategies for ensuring family members have access to essential documents and passwords
  
• The importance of having updated financial and estate planning documents 
  
• Tips for sharing sensitive topics with family members to avoid future conflicts
  
• And more
  

Resources:

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• How to add a Legacy Contact for your Apple ID
  
• Honoring Your Loved One’s Memory With Alexandra Koys (Ep. 19)
  
• Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 21)
  
• Action Steps After Loss With Delaney Orozco (Ep. 45)
  

Connect with Nicole Romito: 

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• LinkedIn: Nicole Romito
  
• MyPrivateVista.com
  
• info@myprivatevista.com
  
• Call: 312-831-4370
  

Connect with Carrie Shoener:

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• LinkedIn: Carrie Shoener
  
• MyPrivateVista.com
  
• info@myprivatevista.com
  

About Our Guest: 

Carrie Shoener is an advisor at Private Vista LLC. Her previous work as a high school teacher emphasized how important it is to build strong relationships as the cornerstone of one’s career. That same principle guides her work as an advisor, where she is able to continue helping people solve problems and make empowered decisions about their futures. Carrie sees her role as a trusted and empathetic source of financial education, and she enjoys working with clients to build up their knowledge and understanding of their options.