End of Life Plans

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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Estate Planning

Estate planning allows us to avoid legal questions that arise when anyone is incapacitated or dies.  Questions about finances, property, guardianship for minors, tax implications of selling property, business transfers, medical/health care considerations, funeral plans and more.  Decisions made and implemented today may be modified over time, allowing flexibility over time for changes you desire. Whether

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Privacy and Online Accounts

The 2013 US Census Report reveals that 71% of US Households reported that they access the internet from home.  The Pew Center reports that 72% of Online Adults are Social Networking Site Users.  These statistics are staggering in comparison to comparable 1997 reports showing that a mere 18% of households reported they accessed the internet!

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The Importance of Reviewing Beneficiary Choices

After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices.  Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today.  This oversight can lead to unfortunate consequences. Why

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OpenIDEO Initiative

I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around

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Doctor-Patient End of Life Discussions

Beginning in 2016, Medicare now provides reimbursement for End of Life Discussions between doctors and patients.  Curious about the effectiveness of this policy, I began reading. Not surprising, numerous articles reference how uncomfortable doctors are having these conversations.  Doctors are trained to heal and to save, while seeing so often the impact of critical illness,

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The late musician Prince didn’t have a will, just like six in 10 of us

If Prince were your client, here’s the best piece of advice he should have heard When the news came this week of Prince’s death, then that he had no will, the incongruity seemed odd with his apparent control of the other areas of his music career and life.  Leaving no directions through a will/trust, what

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The Living Planner Advisory Perspective Series – Plans in Place

Our featured professional this month for The Living Planner Advisory Perspective Series is Dean Finkenberg, the Founder and CEO of Plans In Place. He is a business leader, innovator and dynamic mentor with an impressive history as a senior executive in companies ranging from ground-level startups to businesses with over $500 million in annual revenues.

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National Health Care Decisions Day

Today is National Health Care Decisions Day, I’ve made my decisions, have you? K.V. Scruggs, wrote the following article.  It’s a great read for today, enjoy! The Dirty Secret about CPR in the Hospital (That Doctors Desperately Want You to Know) April 11, 2016 129 Comments “A few things have changed in medicine over the last

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