Tag: Power Of Attorney
Action Steps After Loss With Delaney Orozco (Ep. 45)

Action Steps After Loss With Delaney Orozco (Ep. 45)

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Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away.

Do you have the right people and processes in place?

Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved one, providing knowledge and compassion for those faced with this challenging situation. From establishing a “key person” to assist with the immediate steps to engaging in self-care practices and managing financial protocols, this episode offers support, guidance, and actionable tips for navigating through one of life’s most difficult times.

Nicole and Delaney discuss: 

  • The importance of identifying a “key person” for immediate and supportive action
  • Developing practical checklists for financial and personal affairs
  • The significance of self-care and seeking emotional support during the grieving process
  • The different roles of importance such as trustees, executors, and powers of attorney
  • And more

Resources:

Connect with Nicole Romito: 

Connect with Delaney Orozco:

About Our Guest: 

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.

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Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)

Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)

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As we are living longer and healthier lives, we often take for granted that one day, our situation might change. Planning ahead for your long-term care now can help you avoid unforeseen expenses in the future.

In this episode, Nicole is joined by Lauren Weldon, a partner at Margolis Weldon LLC who specializes in elder law and estate planning. Listen as Lauren shares real-life stories and scenarios, and details what can happen in less-than-ideal situations when it comes to long-term care planning.

Lauren discusses: 

  • Her work as an elder law attorney and why some people require her services
  • The importance of having a trustworthy, and capable Power of Attorney
  • Why having conversations as a family is integral to your long-term care plan
  • The difference between Medicare and Medicaid 
  • And more

Connect with Nicole Romito: 

Connect with Lauren Weldon:

About our Guest: 

Lauren Weldon is a partner at Margolis Weldon LLC in Parkridge, Illinois. She founded the firm in 2015 with Matt Margolis and has a career as an elder law attorney. Lauren graduated from the University of South Carolina and obtained her law degree from John Marshall Law School.

Lauren lives in Mt. Prospect with her husband, a labor and employment attorney, their six kids, two cats, and two dogs. In her free time (the little of it she has) Lauren enjoys riding her horse and spending time outdoors with her family and friends.

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