Various professionals serve us throughout our lives. This Advisory Perspective Series was created to allow you to see “behind the curtain” and get to know professionals. As you build your team in life asking questions to get to know them, what they do and how they will support you moving forward is so important. Select […]
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The Henry J. Kaiser Family Foundation recently wrote an informational and insightful article explaining Medicare’s role in end of life care plans. About three-quarters of the 2.5 million people who die during the year in the US are ages 65 and older, making Medicare the largest insurer of health care provided during the last year
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Last week we covered the definition of Digital Assets. It is so easy to open an account online. We do it for shopping, email, business services, social media, banking, investments, apps, books, music, pictures, groceries and more. It gave me cause for pause this weekend. It was time to get busy and create a “Digital
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Was asked a question last week while speaking in the Bay Area about “digital assets”. The question was “What are Digital Assets and what should be done with them? ” The Puget Sound Business Journal March 13, 2015 Laura Hoexter defines Digital Assets in the following: “Digital assets are intangible personal assets formatted into a
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“Man. Because he sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is
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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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Happy Independence Day Weekend! As a reminder, life is indeed a team sport! Those you select to be on your team will provide you with critical information to set-up your house in a way that supports you and your family. Choose wisely! This series continues with the questions we’ve been asking professionals this year. These
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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
Communication is a lifelong skill. I define communication as “mutual understanding”. In seeking to reach mutual understanding about all the facets of your day to day life; planning for when, where and how to communicate what you decide is an important facet of the planning process. Setting aside some time to get clear with ourselves,
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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