Planning

Heart to Heart Talks

Today’s blog comes to you early in the new year with a topic that fascinates me – Communication.  Particularly, communication about planning health care directives. The topic of communication can be defined in many ways.  Merriam Webster defines communication as: the act or process of using words, sounds, signs, or behaviors to express or exchange […]

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The Living Planner Advisory Perspective Series

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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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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