Keep Memories Alive! I’ve been thinking a lot about the memories we have with significant people in our lives – how do we see, hear, remember our loved ones when they’re not with us? When my dad was about to turn 80, I created a “birthday questionnaire”. After dinner, as we were enjoying his “cake” […]
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Communication is a lifelong skill. I define communication as “mutual understanding”. In seeking to reach mutual understanding about all the facets of your day to day life; planning for when, where and how to communicate what you decide is an important facet of the planning process. Setting aside some time to get clear with ourselves,
The Uniform Fiduciary Access to Digital Assets Act (July, 2014) is important legislation for all of us with online accounts. We’ve evolved from previous generations who relied on paper transactions for bills, files, mail and photos! Today, we are online to communicate and store our information more than ever. This Digital Assets Act ensures account-holders
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As a verb, transition is defined in the present tense: “undergo or cause to undergo a process or period of transition.” I’ve been considering various transitions in life after talking with a previous colleague who mentioned that every transition is cause for planning. We are born; we go to school; we get jobs; we leave
We continue the Advisory Perspective Series after a short break. Have had the opportunity to experience a “live example” as we bid adieu to my mom this month. Will have current information to share in real time, as I continue closing out the life of a loved one. Now, back to the Advisory Perspective Series.
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April 16 is National Healthcare Decisions day, a time to raise awareness about the importance of advance care plans. Sometimes called an advance directive or living will, an advance care plan is a way to plan ahead for your medical care in case you cannot make your wishes known. The CDC site had a great
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We continue the Advisory Perspective Series this month. As a reminder, life is indeed a team sport! Those you select to be on your team will provide you with critical information to set-up your house in a way that supports you and your family. Choose wisely! I will continue with the series of questions we
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The Navy SEALs have a saying: “Get comfortable being uncomfortable.” If you can be comfortable being uncomfortable, you’ll be prepared to handle whatever situation comes along in your own life. The point is they stay focused on what they need to accomplish, despite how uncomfortable they feel. So in our daily lives, how exactly
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“Life is a team sport”! This concept has been reintroduced to me through Jim Bunch CEO/Head Coach of TUG (The Ultimate Game). My coach Phil Black has greatly assisted my implementation of this concept as I’ve launched The Living Planner. If you have an interest in learning more about the impact of environments in your
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I had an interesting talk with my brother after reading Facebook’s updated policy about digital assets. Times have changed considerably from keeping files exclusively in paper format! Today, digital assets / electronic files have replaced checks, bills, photos and so much more, in many homes. After contemplating the fate of accounts held in the person’s
