In an Instant
Losing someone you love changes your world. Losing someone in an instant is devastating.
Contingency
Planning – Track Progress
Planning – ah, a phrase that inspires us or shuts us down! As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work. It is
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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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Evacuate
Ok gang, it is early November. Veteran’s Day is here. Thanksgiving is on the way. And, in California, we’re literally on fire 🙁 In the blink of an eye, a town in Northern California is reduced to ashes. Thousands received the call to Evacuate. Per It is devastating. In Southern California, a fire jumped the
November is Alzheimer’s Awareness Month
I love November – my birthday and my favorite holiday of the year – Thanksgiving are in November! The clocks turned back last night in the US, the air is getting crisp and it is Alzheimer’s Awareness Month. During this month of thanks, I for one would like to extend tremendous thanks for the Alzheimer’s
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Beneficiary Designations
Last week we discussed estate planning. An important issue of estate planning is naming beneficiaries. Beneficiary designations are often overlooked, as we can presume that it is covered within the will/trust itself. Today, let’s consider the reasons to uncover the accounts that typically ask you to designate a beneficiary and what to think about when designating
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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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Step-in Readiness
Way back before “contingency plans” were discussed, my attention was drawn to the need to have an understanding of what a team member did, due to serious illness. My creation of “step-in readiness” was born! It’s funny now to look back at those times and see how it impacted my business life and personal life.
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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Communication – It Takes Two
Communication is a something we do everyday. We chit chat. We talk. We listen. All of this can occur in casual circumstances, in business settings and at times in formal settings. Let’s consider for a minute the differences between listening and hearing. The sentences below contain both listen and hear and shows the contrast: I listened
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