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 […]
I recently received a question asking what to do when a loved one dies whether at home or in a facility. I started researching and learned from the Funeral Consumer Alliance that there are ten states that require a Funeral Director’s involvement – this was news to me. The ten states that require a family
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As promised last week, this week we’ll dive into the storage of your important documents. This week I explored a product I’ve heard lots about of late and I go into detail about it below. Over the years, I’ve stored my important documents in a large binder and stored them in a fireproof safe. When
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June 1st marks the beginning of hurricane season. Get ready everyone, it may be a doozy. NOAA predicts above-normal 2024 Atlantic hurricane season 😟 NOAA National Weather Service forecasters at the Climate Prediction Center predict above-normal hurricane activity in the Atlantic basin this year. NOAA’s outlook for the 2024 Atlantic hurricane season, which spans from June 1
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Heads up everyone, enforcement begins May 7, 2025! Real ID was introduced under a 2005 Congressional act intending to set a “minimum security” standard for citizens’ IDs, including driving licenses. The original implementation date was to have been 2020, but the pandemic made it difficult to proceed. USA Today gives good information below. For more
We all have a digital footprint. And if you’ve been reading my posts for a time, you know I talk often about online accounts and digital assets. Today, let’s talk about protection and access. When I look back, my parents didn’t have online accounts. Their digital footprint was non-existent. That was then, in the now,
Curiosity has led me to begin researching how EQ and IQ work together in our human existence. Emotional Intelligence and Intellectual Quotient measure our emotions and intellectual capabilities. In our day to day lives, we face situations that challenge us. Contingency planning asks you to consider a time when things aren’t running smoothly. Here are
April is Emergency Communications Month. This year’s theme, Resilient Together, highlights both the importance of emergency communications in building resilient critical infrastructure and the need to work together. CISA (Cybersecurity & Infrastructure Security Agency) provides plans, resources, and training to support emergency communications for first responders. Highlighting emergency communications is important for everyone to plan for
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Advanced Care Planning starts with a decision. National Healthcare Decisions Day (NHDD) is April 16 this year. Let me stress how important this is for everyone over the age of 18 and review a few steps to take. National Health Care Decisions Day started in 2007. It is a day dedicated to educate, inform, and
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The deadline for filing a tax return is next month. If you’re filing on behalf of a relative or friend who has died, today’s post will address what to do if filing for a decedent. Knowing what to do and where to start is something I didn’t know when I had to file a tax
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