Blog
The Uniform Fiduciary Access to Digital Assets Act
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 […]
Read MoreTransitions
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 […]
Read MoreThe Living Planner Advisory Perspective Series
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. […]
Read MoreNational Healthcare Decisions day
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 […]
Read MoreThe Living Planner Advisory Perspective Series
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 […]
Read MoreIt’s a Matter of When …
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 […]
Read MoreThe Living Planner Advisory Perspective Series
“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 […]
Read MoreDigital Assets
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 […]
Read MoreOne end-of-life recommendation for people of all ages: plan for it …
I’d like to share an article from Karl Pillemer, Ph.D. posted on the Huffington Post. What do you think? http://www.huffingtonpost.com/karl-a-pillemer-phd/fear-of-death_b_4075769.html Why Should Anyone Be Afraid Of Dying? We seem to be inundated now with books about death — and about how great it is. I assume that this is part of the aging of the […]
Read More