SPIRIT: What Did I Just Agree To? Understanding the Real Responsibilities of an Executor and Healthcare Proxy

What Did I Just Agree To? Understanding the Real Responsibilities of an Executor and Healthcare Proxy

Presented by Jonathan Gudema, Esq. and Tim Cravens

Many people agree to serve as an executor or healthcare proxy without fully understanding what the role requires. This practical session explains the real responsibilities involved, common challenges people face, and how having proper documentation in place can make the process far more manageable. We will also cover what banks and institutions look for when distributing funds to beneficiaries and how free estate planning tools like GivingDocs can help keep you organized. 

Can’t make the program? Have a look at givingdocs.com/ou and see how it can help.

Jonathan Gudema, Esq.

Jonathan is an experienced attorney and advisor specializing in estate planning and planned giving. For over 25 years, he has guided individuals and nonprofit organizations through the complexities of wills, trusts, and other legal instruments that ensure wishes are carried out effectively. As founder of Planned Giving Advisors, Jonathan helps clients understand the practical and legal responsibilities involved in roles such as executor and healthcare proxy, and how proper documentation can prevent common challenges.

Click here to register for the Zoom link for online participation and/or to receive the recording following the program.

This  SPIRIT program is dedicated to the memories of Moshe Ben Dov Ber (a”h) and Shayna Mirel bas Aharon (a”h) (Melvin and Mirele Steinig)

CORPORATE SPONSORS:  

MEMORY MATTERS — https://renayudkowsky.com/signature-course/

CAPITIL REAL ESTATE — https://capitil.com/

MEDICARE INSURANCE SPECIALIST — https://www.65andready.com/

FORSPANKLEAR, LLP — https://www.forspanklear.com/

WINSTON WEALTH ADVISORS — https://winstonwealthadvisors.com/ou/

SCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131

FIRST ISRAEL MORTGAGES:  https://www.firstisrael.com/

JRESPONDER — https://www.sosresponder.com/

KORINSKY & KLEIN, LLP —  https://www.kklawfirm.com/

LET’S GET ORGANIZED — https://lgorganized.com/

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We have created a new SPIRIT website with archives and upcoming programs! Now you can watch all of the SPIRIT presentations geared toward retirees- on subjects such as history to exercise to mental health, all in one place! 

CLICK HERE to enjoy past programs on-demand at your convenience!   

The information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter.  You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice.

Partnering Synagogues:
Anshei Chesed Congregation, Boynton Beach (FL)
Anshei Emuna Congregation, Delray Beach (FL)
Beth David Synagogue, West Hartford (CT)
Bialystoker Synagogue, New York (NY)
B’nai Israel-Ohev Zedek, Philadelphia (PA)
Congregation Agudath Sholom, Stamford (CT)
Congregation Ahavas Sholom, Columbus (OH)
Congregation Aitz Chaim, West Palm Beach (FL)
Congregation Anshe Sfard, New Orleans (LA)
Congregation Anshe Sfard Kehillat Torah, Glendale (WI)
Congregation Beth Hamedrosh, Wynnewood (PA)
Congregation Beth Aaron, Teaneck (NJ)
Congregation Beth Ora, Montreal (QUE)
Congregation Beth Sholom, Providence (RI)
Congregation Bnai Yeshurun, Teaneck (NJ)
Congregation Etz Chaim of Kew Gardens Hills (NY)
Congregation Kehilath Jeshurun, New York (NY)
Congregation Machane Chodosh, Forest Hills (NY)
Congregation Ohav Zedek, Wilkes-Barre (PA)
Congregation Ohr Torah, West Orange (NJ) 
Congregation Tiferet Israel, Austin (TX)
Congregation Torah Ohr, Boca Raton (FL)
Congregation Zvi Jacob, Utica (NY)
Darchei Noam, Minneapolis (MN)
East Denver Orthodox Synagogue (EDOS), Denver (CO)
Fleetwood Synagogue, Fleetwood (NY)
Jewish Center of Atlantic Beach (NY)
Kehillat New Hempstead (NY)
Kehillat Shaarei Torah of Toronto (ONT)
Keneseth Beth Israel, Richmond (VA)
Ner Tamid Greenspring Valley Synagogue, Baltimore (MD)
Suburban Orthodox Congregation Toras Chaim, Baltimore (MD)
Suburban Torah, Livingston (NJ)
United Orthodox Synagogues, Houston (TX)
Young Israel of Bal Harbour, Surfside (FL)
Young Israel of Brookline (MA)
Young Israel of Deerfield Beach (FL)
Young Israel of East Brunswick (NJ)
Young Israel of Elkins Park (PA)
Young Israel of Fort Lee (NJ)
Young Israel of Hillcrest (NY)
Young Israel of Hollywood/Ft. Lauderdale (FL)
Young Israel of Kew Gardens Hills (NY)
Young Israel of New Hyde Park (NY)
Young Israel of Plainview (NY)
Young Israel of Queens Valley (NY)
Young Israel of Southfield (MI)
Young Israel of Stamford (CT)
Young Israel of West Hartford (CT)
Young Israel of West Hempstead (NY)

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For more information about becoming a SPIRIT Partner, contact Rebbetzin Judi Steinig, steinigj@ou.org