Interruptions

People and Kits

Disasters strike with little notice. People and kits are two things we can prepare in advance. It’s been an interesting week and weekend in Southern California. Excessive heat, two “swarms” of earthquakes and fire activity. Other areas of the country face other weather and non-weather related issues (cicada’s 🙂 Cost of Climate Disasters in the […]

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Talk Turkey

American Thanksgiving is upon us.  Thanksgiving is my favorite holiday of the year!  It was great when I lived and worked in Canada for four Thanksgivings to have two days a year to celebrate being thankful!  If you’ll indulge me, I’d like to Talk Turkey with you today. No, not the literal turkey, although it

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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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Contingencies

Contingencies are a topic near and dear to my heart.  Why is a deeply personal reason.  Because it is so much easier to think about, plan for and practice for when we are not immersed in a crisis situation.  After 1st hand experience at home and work, if given a choice, I choose advanced preparation 100

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Prepare for Incapacity

Let’s talk about a topic today we would all prefer not to discuss, incapacity.  If we were “down and out” for any amount of time, what do we need to do in advance to help us come through it?  We all have blindspots – today we will bring to light an area often avoided while

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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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Planning for Interruptions

Wellbeing is a broad topic.   Consider this definition, “The state of being comfortable, healthy or happy.”  Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life.  When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact.  Each

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