Power of Attorney

Prepare for Estate Planning – Layperson’s Perspective

The estate planning process can seem ominous, confusing and for many, we stop here.  Learning how to prepare for estate planning from a layperson’s perspective can help unravel the process and provide you with information to proceed with more confidence. Today in America, approximately 60% of Americans have not created a will/trust.  What does this

Prepare for Estate Planning – Layperson’s Perspective Read More »

On-going Review

Have you considered a “life review” recently?  How often do you change the oil in your car?  How about your tires?  What about having a medical check-up?  Do you schedule check-ups on a regular basis? It’s become clear that while we may schedule reviews of our physical selves or things we own, we may not

On-going Review Read More »

Who’s on Your Team?

Teams – when you think of a team, what do you think of?  Sports?  Work?  Health?  If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you

Who’s on Your Team? Read More »

Let’s Get Personal About Care When You Need It

Have you ever been the one who has been the “go to” person for another when they were admitted to a hospital?  Have you ever needed help from someone when you were in the hospital? Today we’ll discuss “Care” – for you or by you. If you haven’t experienced this role as yet, you may

Let’s Get Personal About Care When You Need It Read More »

Health Care Decisions

It’s that time of year once again … let’s get beyond taxes and explore health care decisions!  16 April, 2018 is National Health Care Decisions Day!  This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning.   Yes, advanced care planning involves legal documents to

Health Care Decisions Read More »

Tax Considerations for Individuals

We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term.  Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect.  Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new

Tax Considerations for Individuals Read More »

It’s About How you Live

November, 2017 is National Hospice and Palliative Care Month.  “It’s About How you Live” is a theme used to describe the care provided by trained professionals.  Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences.  Palliative care is

It’s About How you Live Read More »

What if …

This week I stumbled upon an article.  If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life.  Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I

What if … Read More »

Personal and Business Contacts

Recording vital information you use today and for others to access should they ever need to step in for you, is often overlooked as an item on our to-do list.  Using a smart phone has reduced my “knowing a number from memory”!  If someone needed access to your contacts, have you established a way for

Personal and Business Contacts Read More »

Scroll to Top