Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025
Table of Contents
Part 1: Living Wills – The Critical Role of Clear Communication
The Importance of Clear Advanced Directives
The episode opened with a discussion of a recent Wall Street Journal article highlighting the case of Lynne Chesley, where legal disputes kept her on a feeding tube for three years despite having advance directives against life-sustaining treatments. This case powerfully demonstrates why proper documentation alone isn’t enough.
Key Considerations for Effective Advanced Directives
- Accessibility: “If nobody can find it, it’s as if it doesn’t exist,” explains Garry. Ensure documents are easily accessible when needed.
- Clear Communication: Have detailed conversations with your chosen healthcare proxy about your specific wishes.
- Medical Provider Awareness: Ensure healthcare providers have copies of your advance directives.
- Regular Updates: Review and update documents periodically, especially when moving to different states.
Breaking Down Barriers to Discussion
Garry suggests using natural opportunities like holidays to discuss these important matters: “Take the 10 minutes to talk about it… You’re doing your loved ones a giant favor by bringing up the topic.”
Part 2: HR Leadership in 2025 – Insights from Paula Zimmerman
The Story Behind ProSonder Solutions
Paula Zimmerman, a former employment attorney turned HR consultant, named her company after the word “sonder” – the realization that everyone around you is living their own complex life. This philosophy guides her approach to HR leadership and workplace solutions.
Major HR Challenges in 2025
Remote and Flexible Work
Zimmerman identifies several key considerations:
- Making office time meaningful
- Creating clear guidelines with flexible policies
- Managing compliance across multiple states
- Addressing the complexities of digital nomads
AI Integration
Recent studies reveal a significant disconnect:
- 97% of CEOs are investing in AI
- Only 50-60% of employees feel comfortable using it
- Need for balanced policies that protect while encouraging innovation
Traits of High-Performing Leaders
Zimmerman outlines five essential characteristics:
- Self-awareness: Understanding your impact on others
- Comfort with conflict: Making tough decisions professionally
- Authenticity: Being genuine rather than following prescribed leadership styles
- Curiosity: Asking the right questions
- Business focus: Understanding the importance of profitability
Reshaping HR Leadership Perceptions
“HR isn’t supposed to be your friend,” Zimmerman explains. “You’re there as a business leader.” She emphasizes the importance of:
- Connecting HR initiatives to business outcomes
- Backing proposals with data
- Quantifying program impact
- Understanding business metrics
Building Strong HR Foundations
Zimmerman’s advice for businesses:
- Start with strong foundations, regardless of company size
- Create practical, common-sense policies
- Ensure fairness in all practices
- Test and evaluate investments before making changes
- Focus on long-term sustainability rather than chasing trends
Looking Ahead
Whether planning for end-of-life care or building better workplaces, clear communication and thoughtful planning are essential. As we navigate the challenges of 2025, both individuals and organizations must adapt to changing circumstances while maintaining focus on what matters most: clear communication, authentic leadership, and practical solutions that work for everyone involved.
