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 […]
Estate Planning Myths and Facts Read More »
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
Reevaluate Household Evacuation Plans Amidst COVID-19 Read More »
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.
How to Cultivate an Open Mind Read More »
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
As if we didn’t have enough going on. Argh, the hackers have taken their efforts to obtain our sensitive information to extreme levels in the weeks since the pandemic struck. We’ve talked about Digital Spring Cleaning recently, yet this post is more specific to the craziness of hackers in our current times. With so many
“Grab and Go” – Beware The Hackers are Busy Read More »
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.
Advisory Perspective Series – Legacy Concierge Services Read More »
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
IRS Announced New Credits Offered to Businesses Impacted by COVID-19 Read More »
A new day and a new month has arrived. It’s May?! As we adapt to this “new normal” of days at home, social/physical distancing when going to the grocery store and taking out the trash, there is another “new normal”. Life and work; work and life are melding into one. Zoom shows us “real life”
Life and Work; Work and Life Read More »
Social interaction has changed radically over the past two months. Work meetings are happening from home. Schooling is happening from home. Use of technology as a main form of “connecting” across the globe has increased. For the first time since our “stay at home” order, I experienced an internet outage this week for almost six
Digital Spring Cleaning Read More »
What changes have you noticed during this period of #stayhomestay lives period of time? Routine in life for many has been disrupted. Daily routines are personal, unique to each individual. This disruption allows us to think about what we do, where go, who we see, how we interact. With this, comes an awakening, “ah ha”
How Routine Impacts Us Read More »
