Planning

Uniform Digital Assets Law

For all who are following state and national legislation about Digital Assets, the state of California has recently sent a bill to Governor Brown’s office in the state of California.  AB691 allows access to a wide range of digital assets to treat them as if they are tangible assets. Digital Assets is a topic of

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Data Security

Data surrounds us at work and at home. It is often the backbone of how we contact friends, clients, co-workers.  Our home and business lives are intertwined with data at the center. To protect ourselves and our business, data security is an important topic to consider.  How we manage information, contacts, documents is a decision. 

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The Living Planner Advisory Perspective Series – Financial Accounting Services

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. Considering our financial picture involves gathering a strong team.  This month, it is my pleasure to

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The Living Planner Advisory Perspective Series – Shoup Legal

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Andrea Shoup of Shoup Legal. Andrea K. Shoup

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Tips for Identity Theft Protection

The California Department of Justice provides the top ten tips for identity theft protection for consumers.  Such valuable information for us to review and evaluate for our personal and business information. “An identity thief takes your personal information and uses it without your knowledge. The thief may run up debts or even commit crimes in

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Privacy and Online Accounts

The 2013 US Census Report reveals that 71% of US Households reported that they access the internet from home.  The Pew Center reports that 72% of Online Adults are Social Networking Site Users.  These statistics are staggering in comparison to comparable 1997 reports showing that a mere 18% of households reported they accessed the internet!

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The Importance of Reviewing Beneficiary Choices

After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices.  Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today.  This oversight can lead to unfortunate consequences. Why

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