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The Living Planner Advisory Perspective Series
Various professionals serve us throughout our lives. This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals. As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important. Select […]
Read MoreMedicare’s Role in End of Life Care Plans
The Henry J. Kaiser Family Foundation recently wrote an informational and insightful article explaining Medicare’s role in end of life care plans. About three-quarters of the 2.5 million people who die during the year in the US are ages 65 and older, making Medicare the largest insurer of health care provided during the last year […]
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Medicare’s Role in End of Life Care Plans
The Henry J. Kaiser Family Foundation recently wrote an informational and insightful article explaining Medicare’s role in end of life care plans. About three-quarters of the 2.5 million people who die during the year in the US are ages 65 and older, making Medicare the largest insurer of health care provided during the last year […]
Read MoreDigital Assets Resource Guide
Last week we covered the definition of Digital Assets. It is so easy to open an account online. We do it for shopping, email, business services, social media, banking, investments, apps, books, music, pictures, groceries and more. It gave me cause for pause this weekend. It was time to get busy and create a “Digital […]
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Digital Assets Resource Guide
Last week we covered the definition of Digital Assets. It is so easy to open an account online. We do it for shopping, email, business services, social media, banking, investments, apps, books, music, pictures, groceries and more. It gave me cause for pause this weekend. It was time to get busy and create a “Digital […]
Read MoreDigital Assets – defined
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 […]
Read MoreLiving Life to the Fullest
“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 […]
Read MoreCelebrity Lessons for Everyday People
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 […]
Read MoreThe Living Planner Advisory Perspective Series
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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