Reece's guide helping families with end-of-life planning - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Advertise
    • Contact
    • Editorial Staff
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
February 28, 2014 Newswires
Share
Share
Tweet
Email

Reece’s guide helping families with end-of-life planning

Paul Swiech, The Pantagraph, Bloomington, Ill.
By Paul Swiech, The Pantagraph, Bloomington, Ill.
McClatchy-Tribune Information Services

Feb. 28--NORMAL -- After the death of her husband, Sonja Reece began pulling together her own health, financial, household and end-of-life planning information.

"I wanted to make it easier for Jay (her son) so he would know how to manage my affairs when that time comes," she said.

"My husband Jerry's death was sudden and it was a reminder that we don't get a notice that we will no longer be able to manage our affairs," Reece said.

What Reece developed for herself and her family has become a guide for hundreds of Central Illinoisans trying to organize their records for themselves and family members.

"Sonja's Grab and Go Book: An Emergency Reference Guide for Family" has led to Reece developing a presentation about how to develop a similar guide. She has made that presentation before several civic, church and business groups since spring 2013, arming hundreds of people with information on assembling their vital records.

"It's resonating with people," said Cathy Pratt, a Bloomington lawyer whose work includes estate planning.

"All of us know we ought to be doing this," Reece said at the dining room table of her Normal home, with her guide open in front of her. "But people didn't have a framework or model.

"This provides the structure and people see the advantage of it," she said.

Reece, 75, is director of health facilities planning for Advocate BroMenn Medical Center and is a member of the Normal Town Council. But her guide work has been a personal journey done on her own time.

Jerry Reece died Dec. 13, 2010, and Sonja gradually realized that she could do a better job preparing her family in case she suddenly became ill, injured or died.

"I began to pull a few things together (in 2012) and it started to grow," she said.

Reece's guide, which she keeps in a three-ring binder, includes 32 categories of information.

"This is my book first," Reece said. When she needs to grab her medication list, update her insurance information, call a repairman or even find an extra set of keys, she goes to her guide, which she keeps handy in her home.

Secondly, the book is for family. "Jay knows how to find it," she said.

"If I'm in the hospital with a stroke, the utilities still have to be paid, so here's a list of the companies and how to pay them. Home repair work may need to get done, so here's who I like to use. Here's the vet information (for her cat). Here's an extra set of keys to the car."

Last spring, Reece mentioned her guide to Charlotte Talkington of Bloomington, chairwoman of the Money Smart Week curriculum committee. Talkington asked Reece if she'd do a presentation on her guide for one of the money week classes.

"The greatest gift we can give our loved ones is to have our wishes in writing," Talkington said.

Reece expected 20 people to show up. About 75 attended, Talkington said.

Reece knew she had struck a chord. Since then, she has done several other presentations before hundreds of people.

"I went to go hear Sonja but then I realized that there were things in there (her guide) that I hadn't done," admitted Harlan Geiser, founder of Integrity Technology Solutions.

"You gotta cover all the bases," Geiser advised. "If you don't want to do it for yourself, think about your spouse, children, grandchildren, co-workers. You need to make sure that the people around you are well taken care of and the best way to do that is to have an orderly transition."

Without information available, family arguments can erupt during an already emotional time, he said.

For people who find Reece's 32-category guide intimidating, Geiser advises "Pick one or two things and get 'em done. Then, the next month, added a couple more things." Continue that progression.

Reece said her low-tech binder works for her but realizes others may prefer scanning their information into their computer and having it on a disc.

"Either approach is fine," Pratt said. "Just do it."

Tax time is a good time to begin the process because financial information already is out, Pratt suggested.

Reece, Talkington, Geiser and Pratt agree that all adults should develop a guide. Unfortunately, tragedy can strike at any age. A guide may be especially helpful for a young family.

"We never know when our day will come," Reece said.

___

(c)2014 The Pantagraph (Bloomington, Ill.)

Visit The Pantagraph (Bloomington, Ill.) at www.pantagraph.com

Distributed by MCT Information Services

Wordcount:  754

Newer

State Farm reports record net worth in 2013

Advisor News

  • How financial planners can use modeling scenarios to boost client confidence
  • Affordability on Florida lawmakers’ minds as they return to the state Capitol
  • Gen X confident in investment decisions, despite having no plan
  • Most Americans optimistic about a financial ‘resolution rebound’ in 2026
  • Mitigating recession-based client anxiety
More Advisor News

Annuity News

  • Reframing lifetime income as an essential part of retirement planning
  • Integrity adds further scale with blockbuster acquisition of AIMCOR
  • MetLife Declares First Quarter 2026 Common Stock Dividend
  • Using annuities as a legacy tool: The ROP feature
  • Jackson Financial Inc. and TPG Inc. Announce Long-Term Strategic Partnership
More Annuity News

Health/Employee Benefits News

  • In Snohomish County, new year brings changes to health insurance
  • Visitor Guard® Unveils 2026 Visitor Insurance Guide for Families, Seniors, and Students Traveling to the US
  • UCare CEO salary topped $1M as the health insurer foundered
  • Va. Republicans split over extending Va. Republicans split over extending health care subsidies
  • Governor's proposed budget includes fully funding Medicaid and lowering cost of kynect coverage
More Health/Employee Benefits News

Life Insurance News

  • Best's Review Looks at What’s Next in 2026
  • Life insurance application activity ends 2025 with record growth, MIB reports
  • Vermont judge sides with National Life on IUL illustrations lawsuit
  • AM Best Affirms Credit Ratings of Insignia Life S.A. de C.V.
  • Whole life or IUL? Help clients to choose what’s best for them
Sponsor
More Life Insurance News

- Presented By -

Top Read Stories

More Top Read Stories >

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Elevate Your Practice with Pacific Life
Taking your business to the next level is easier when you have experienced support.

ICMG 2026: 3 Days to Transform Your Business
Speed Networking, deal-making, and insights that spark real growth — all in Miami.

Your trusted annuity partner.
Knighthead Life provides dependable annuities that help your clients retire with confidence.

8.25% Cap Guaranteed for the Full Term
Guaranteed cap rate for 5 & 7 years—no annual resets. Explore Oceanview CapLock FIA.

Press Releases

  • Two industry finance experts join National Life Group amid accelerated growth
  • National Life Group Announces Leadership Transition at Equity Services, Inc.
  • SandStone Insurance Partners Welcomes Industry Veteran, Rhonda Waskie, as Senior Account Executive
  • Springline Advisory Announces Partnership With Software And Consulting Firm Actuarial Resources Corporation
  • Insuraviews Closes New Funding Round Led by Idea Fund to Scale Market Intelligence Platform
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Advertise
  • Contact
  • Editorial Staff
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet