Organizing

OpenIDEO Initiative

I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around […]

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Adulting

What is adulting, you ask?  The Urban Dictionary defines it for us.  Adulting (v): to do grown up things and hold responsibilities such as, a 9-5 job, a mortgage/rent, a car payment, or anything else that makes one think of grown ups. Why discuss adulting?  Knowledge is power.  Learning about various aspect of life as

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Celebrity Lessons for Everyday People

Thought it may be helpful to share three real stories covered in the press of celebrities who have died and the estate planning lessons we may obtain from reviewing the particulars involved. Consumer Reports.org featured this April 14, 2015 “Over the years many celebrities have provided cautionary estate-planning lessons, and actor James Gandolfini, who died

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Love is Love!

Same sex marriage benefits Yesterday’s Supreme Court landmark decision officially sanctions marriage by all! This decision opens up benefits that had not officially been granted to many across the US. Attached is a link sharing important information about specific benefits that impact living our lives. In consideration of “The Business Side of Life”, I ask

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The Uniform Fiduciary Access to Digital Assets Act

The Uniform Fiduciary Access to Digital Assets Act (July, 2014) is important legislation for all of us with online accounts.  We’ve evolved from previous generations who relied on paper transactions for bills, files, mail and photos! Today, we are online to communicate and store our information more than ever. This Digital Assets Act ensures account-holders

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Transitions

As a verb, transition is defined in the present tense: “undergo or cause to undergo a process or period of transition.” I’ve been considering various transitions in life after talking with a previous colleague who mentioned that every transition is cause for planning. We are born; we go to school; we get jobs; we leave

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