Who’s got your back? Who are your advocates? Broad questions, I know 🙂 Important questions when considering the importance of maintaining good health and staying on top of your finances. Yes, who are your advocates or who are those who’ve got your back? In this crazy world that turns on a dime, having someone in […]
Who’s Your Advocate? Read More »
Recently CalFire (ReadyforWildfire.org) sent out information about how to return home safely after a fire. This helpful information could also be used after other natural disasters (ie, tornado, flooding, hurricane, earthquake, et al). It’s important to stay informed as things “heat up” this year. NOAA.gov keeps track of Billion-Dollar Weather and Climate Disasters. The below
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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
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National Health Care Decisions Day was Friday, April 16th! Health Care decisions involve decisions for all adults from the age of 18. To date, 60% of Americans have yet to document their health care decisions. If you are in the 40% – Bravo! How about this year, we all make an effort to make sure
Health Care Decisions Read More »
Losing someone you love changes your world. Losing someone in an instant is devastating.
I’m often asked what is it that I do? When I started The Living Planner, I wanted to test a theory. 60% of Americans do not have a will/trust or advanced health care directives. Business owners and departmental leadership rarely have considered or executed plans in case of disruption of the business or the loss
Life and Business Protection Planning Read More »
Next Gen / All Gen Protection is a topic near and dear to my heart. In the eyes of the law, when a young adult turns 18, parents/guardians no longer have the legal right to obtain medical information about the young adult even if they are under your insurance and/or you are paying the bill.
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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
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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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