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 »
Have you considered a “life review” recently? How often do you change the oil in your car? How about your tires? What about having a medical check-up? Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not
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 »
Online shopping taxes in 50 states and over 3000 counties across the US has become reality for businesses – small and large with the recent Supreme Court decision. States and counties have been searching for ways to boost their revenue streams. Online retailers and marketplaces are now faced with compliance to collect tax on orders placed
Does the Supreme Court Decision About Online Taxes Impact You? Read More »
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
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 »
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
It’s About How you Live Read More »
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
Companies have been impacted by outside hackers more frequently than we would like. Notable breaches into Yahoo, Adobe, Target, Anthem Insurance, and the US Office of Personnel Management have resulted in our personal data being stolen. Identity theft is a nightmare. Thieves who pose as you open new credit accounts, file phony tax returns, buy
Hacked? What can you do? Read More »
Over the years, life’s uncertainties have come into my life personally, or involving family, friends or a work situation. Having access to information is easier today than ever! Keeping this in mind, I seek your input today. The link below will take you to a survey. This survey focuses on two areas: a) Illness/accident and
Life’s Uncertainties Read More »
