These past few months have been insightful and enlightening during my work with clients. Often, I hear “I don’t need an estate plan, I don’t (have, need or … )! This has led me to create the following infographics, highlighting the top seven myths we’ve debunked that we’ll review here today. As a preface, if […]

As the summer season is here amidst a pandemic, officials are working through evacuation plans for us to take into consideration. Public health and emergency response professionals have advice to help you safely prepare, evacuate, and shelter for severe storms and other natural disasters to protect yourself and others from COVID-19. This year, it’s so […]

During these days/weeks of turbulence all fifty states have been marching. Conversations have been underway about deeper issues that have been “laying low” for many years. 8 minutes and 46 seconds has brought an awareness from the darkness to the light. All of this led me to search for ways to cultivate an open mind. […]

This pandemic has brought much to light. Suddenly the world stopped. From the hustle bustle pace of day to day life, we were home, limiting our exposure to people, places and things we considered “normal” before learning of a virus that could transmit through droplets. Now, we’re preparing for opening up with guidelines. Do we […]

Today, The Advisory Perspective Series’ focus is on quality of life and two women who have taken their years of experience caring for seniors within various aspects of overall care. They created a company dedicated to providing dignity, choice, truth and compassion to those they serve. Let’s think about day to day living at home. […]

If you didn’t catch the announcement this week, the IRS made an important annoucement offering credits to businesses impacted by COVID-19. To make sure this is reported accurately, here is the information directly from the IRS website. IR-2020-89, May 7, 2020 WASHINGTON — The Internal Revenue Service today reminds employers affected by COVID-19 about three […]