Living with Legacy: How to Leave a Legacy, Not a Mess
This discussion is designed to help audiences understand that end-of-life planning is not just about documents. It is about what families actually experience before, during, and after a death.
We will:
Challenge common myths
Surface what people don’t know
Highlight the difference between preparation and execution
Show how each role contributes to a smoother experience
Demonstrate why coordination matters more than going it alone
Panelists:
Lindsey E. Weinberg is an Estate Planning Attorney and Partner at The Laiderman Law Firm in Creve Coeur, Missouri. Lindsey graduated from the University of Missouri, Columbia in 2010 where she received a B.S., magna cum laude, in Business Administration as well as a B.A., cum laude, in International Studies. Lindsey graduated from Saint Louis University School of Law in 2013, and she has focused her practice of law in the area of Estate Planning since 2015. She is a member of the National Network of Estate Planning Attorneys, a member of the Bar Association of Metropolitan St. Louis, and she is licensed to practice law in Missouri, Illinois, and Florida.
Lynn Potts has worked within the health and long-term care industry throughout her career. She has been actively involved in various non-profit long-term care advocacy groups as a volunteer since 2012. She maintains a vast network of trusted professionals and an in-depth knowledge of senior care issues. Lynn has over 10 years’ experience managing the financial, medical, housing, insurance, and day-to-day needs of others.
With her husband Charlie, she is a managing partner of On Track Advisors. They provide essential financial organization and support to seniors and their adult children, solo agers seeking independence with oversight, busy professionals lacking time for personal financial tasks, and high net worth individuals requiring meticulous attention to detail. This includes handling bill payments, tracking expenses, organizing financial documents, reconciling accounts, and coordinating with financial advisors, accountants, and legal professionals.
In her free time, Lynn volunteers for several organizations and is a long-standing board member of the Gateway End-of-Life Coalition. She also enjoys yoga, Toastmasters, and traveling with her family.
Rebecca Bunt is the owner of Clutter Cleaner of STL, which helps people work through some of the most overwhelming situations they will ever face! We assist seniors and their families when there is a move to an assisted living community or a smaller home. We deliver compassionate solutions during times that are often stressful and overwhelming! Clutter Cleaner of STL can also assist with move management, including making mindful decisions on how to disburse or discard unwanted items, space planning, and home sale preparation. They guide families through a lifetime of belongings toward a future where memories live beyond the move.
Lauren Ponder is a certified end-of-life planner, celebrant, and founder of With Love Events. She specializes in creating personalized funerals and celebrations of life that bring meaning, comfort, and connection to families during times of loss. Lauren is the Director of Last Call: An End-of-Life Festival, serves on the board of the Gateway End of Life Coalition, and co-teaches the End-of-Life Doula Certificate Program at Eden Theological Seminary. Through her work and community education, she advocates for more open, thoughtful conversations about death and planning ahead.
Robin Huffman is the owner of The Mortality Mentor, which provides after-loss administrative support to estate executors and families, helping them manage complex responsibilities like closing accounts and coordinating logistics with other professionals so they can focus on healing. Robin also offers community workshops that encourage proactive end-of-life planning.
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