Advance Care Plans

Health Care Decisions

National Health Care Decisions Day was Friday, April 16th! Health Care decisions involve decisions for all adults from the age of 18. To date, 60% of Americans have yet to document their health care decisions. If you are in the 40% – Bravo! How about this year, we all make an effort to make sure […]

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Next Gen / All Gen Protection

Next Gen / All Gen Protection is a topic near and dear to my heart.  In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.

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Prepare for Estate Planning – Layperson’s Perspective

The estate planning process can seem ominous, confusing and for many, we stop here.  Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust.  What does this

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Communication – ADL’s and Finances

Continuing with the theme of communication, today we will consider family and finances.  Caring for ourselves and our loved ones often comes quickly, leaving little time to consider various options in the moment.  Monthly expenses, loss of income, assistance with activities of daily living (ADL’s) impact us emotionally and financially. Communication about and planning for

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Let’s Get Personal About Care When You Need It

Have you ever been the one who has been the “go to” person for another when they were admitted to a hospital?  Have you ever needed help from someone when you were in the hospital? Today we’ll discuss “Care” – for you or by you. If you haven’t experienced this role as yet, you may

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Keep up to date

This week (Tuesday 15 May, 2018), a California court in Riverside County overturned an end of life choice for  people in California.  California’s Assisted Death Law was overturned due to concerns about how it was passed by the Legislature during a special session on health care funding. What’s next? The judge gave the state attorney general

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Health Care Decisions

It’s that time of year once again … let’s get beyond taxes and explore health care decisions!  16 April, 2018 is National Health Care Decisions Day!  This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning.   Yes, advanced care planning involves legal documents to

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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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It’s About How you Live

November, 2017 is National Hospice and Palliative Care Month.  “It’s About How you Live” is a theme used to describe the care provided by trained professionals.  Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences.  Palliative care is

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Post-retirement Health Needs

I participate in a networking group with a group of professionals across industries:  legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation.  We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions

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