This week on Aging Powerfully, we’re getting brutally honest about one of the most avoided — yet most essential — topics in midlife: preparing your family for the unexpected.

Most people think they’re organized.

Spoiler: they’re not.

To cut through the confusion and give us the real roadmap, I’m joined by Canada’s financial powerhouse Pattie Lovett-Reid. Together, we break down the exact documents, details, and conversations every family needs long before a crisis hits.

In this eye-opening and empowering conversation, we explore:

The non-negotiable documents every adult should have

• Last Will & Testament
• Powers of Attorney (financial + personal care)
• Healthcare directives
• Trust documents (where applicable)
• Life insurance and beneficiary designations
• Digital access planning (passwords, accounts, social media, subscriptions

Why planning ahead isn’t morbid — it’s mature.

It’s not about control — it’s about caring.

Tech and Audio Producer: Drew Garner

Producer: Melissa Grelo (@melissagrelo, @agingpowerfullywithmelissagrelo)

For any partnership inquires, contact [email protected]