End of Life Plans

National Healthcare Decisions Day

National Healthcare Decisions Day (NHDD) is observed annually on April 16th since 2008. It started to highlight the importance of healthcare advanced care planning. Since today is April, 16th, it’s a great day to review all things advanced care planning 🙂 This day is set aside to create awareness and think through your wishes ahead […]

National Healthcare Decisions Day Read More »

What is a Power of Attorney?

What exactly is a Power of Attorney? What does a Power of Attorney do? I read an excellent article this week on MarketWatch that inspired this post. From a practical perspective, a Power of Attorney is a legal document that allows you to name (choose) “back-ups” to speak for you about your health and handle

What is a Power of Attorney? Read More »

Grief Talk Resources Guides

Grief Talk Resource Guides were shared with me this week. These guides come from the National Alliance for Children’s Grief. In a previous blog post I wrote about all the young ones who’ve lost a parent or parent like figure during this pandemic. Grief is tough at any time, and particularly during the holidays. If

Grief Talk Resources Guides Read More »

Family Caregivers Month

Family Caregivers Month is here! November is the month where we take time to recognize and give praise and support to ALL people who dedicate their time, often unpaid, caring for a family member in need. As the holiday season is right around the corner, it is important that we show our appreciation for those

Family Caregivers Month Read More »

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

Beneficiary Designations Read More »

Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

Who’s on Your Team? Read More »

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

Keep up to date Read More »

Tax Filing References Available

Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone?  TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements.  Check it out

Tax Filing References Available Read More »

Tax Considerations for Individuals

We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term.  Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect.  Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new

Tax Considerations for Individuals Read More »

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

National Issue: RAISE Act Read More »

Scroll to Top