What in the heck does “fund” a Trust even mean? When I first heard this term years back it confused me. Let me attempt to describe this in layperson terms 🌞 FYI, there are times when having a trust can give you a false sense of security. Having a trust is one thing, funding a […]
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 »
Happy New Year to all! It’s time to get used to seeing and writing 2023 (where did last year go?!) It’s a new year and there are new laws on the books that come into effect January 1, 2023 across the US. New Laws Taking Effect January 1, 2023 in the US Pay attention! Residents
New Year, New Laws Read More »
The Inflation Reduction Act Bill passed by the Senate and the House this week includes Healthcare Cost Savings measures to be aware of. This bill contains provisions impacting health care, climate and tax reform. The Inflation Reduction Act is estimated to spend about $485 billion over 10 years on health and alternative energy programs while raising about
Upcoming Healthcare Cost Savings Read More »
In the fall of 2021, the FTC issued a new policy statement pertaining to subscription offers, automatic renewals and negative option marketing. This seems to have fallen “under the radar” and I want to make sure you are aware! Automatic Renewals Automatic renewals and subscription models are used throughout the US in daily life. You
Subscriptions, Automatic Renewals: the FTC and States Read More »
HIPPA is often confusing. If you’ve ever wondered how it really works, let’s decipher details about HIPPA today! HHS.gov provides good information for us to understand how HIPPA really works! Most of us believe that our medical and other health information is private and should be protected, and we want to know who has this
How Does HIPPA Protect Our Information? Read More »
June is the month we bring awareness to the 50 million people worldwide who live with Alzheimer’s and other dementias and their families.
June is Alzheimer’s and Brain Awareness Month Read More »
Today, let’s define and protect your a$$ets 🙂 Those pesky little details are enough to drive us crazy sometimes! Assets, policies and beneficiaries – oh my! When the topic of life planning comes up, there are two aspects to discuss. What you have and how you designate a beneficiary (who receives it later). Asset Defined
Define and Protect Your A$$ets! Read More »
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
November is Alzheimer’s Awareness Month Read More »
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 »
