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 »
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
Prepare for Estate Planning – Layperson’s Perspective Read More »
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
Communication – It Takes Two Read More »
It’s summertime! In North America we have longer and warmer days. Summer breaks are here and many enjoy time to refresh, recharge and enjoy life. It’s also a great time for learning something new! Do you have a summer reading list? A summer “to learn list”? I read an article from Harvard Business Review recently.
Summer breaks – Great time for learning something new! Read More »
Picture this – a beautiful sunny, warm Southern California late afternoon. Sitting outside with a client, we were talking about life, business, families. Out of the blue, I was asked “Why do you do what you do? It’s like having a root canal”! Laughter bubbled out of me as I replied, “I guess it makes
Merriam-Webster defines delegation as: “1) the act of empowering to act for another (i.e. responsibilities) and 2) a group of persons chosen to represent others.” For the purposes of today’s blog, let’s dive into the first definition, “the act of empowering to act for another”! When you go about your daily life, do you have
Delegation – Empowering Others Read More »
Statistics help us summarize the impact of suicide. The Center for Disease Control (CDC) discusses the statistics from the latest report from Vital Signs that almost every state (except Nevada) experienced an increase in suicide rates from 1999-2016. Suicide is the 10th leading cause of death and is one of just three leading causes that are on
Let’s Talk about Suicide Read More »
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
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 »
To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we
Advisory Perspective – Sunday Dinner Stories Read More »
