Was asked a question last week while speaking in the Bay Area about “digital assets”. The question was “What are Digital Assets and what should be done with them? ” The Puget Sound Business Journal March 13, 2015 Laura Hoexter defines Digital Assets in the following: “Digital assets are intangible personal assets formatted into a […]
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“Man. Because he sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is
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Thought it may be helpful to share three real stories covered in the press of celebrities who have died and the estate planning lessons we may obtain from reviewing the particulars involved. Consumer Reports.org featured this April 14, 2015 “Over the years many celebrities have provided cautionary estate-planning lessons, and actor James Gandolfini, who died
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Happy Independence Day Weekend! 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! This series continues with the questions we’ve been asking professionals this year. These
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Same sex marriage benefits Yesterday’s Supreme Court landmark decision officially sanctions marriage by all! This decision opens up benefits that had not officially been granted to many across the US. Attached is a link sharing important information about specific benefits that impact living our lives. In consideration of “The Business Side of Life”, I ask
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”
Memory Catcher: The Gift that Keeps on Living Read More »
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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