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 »
This week (Tuesday 15 May, 2018), a California court in Riverside County overturned an end of life choice for people in California. California’s Assisted Death Law was overturned due to concerns about how it was passed by the Legislature during a special session on health care funding. What’s next? The judge gave the state attorney general
To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we
Advisory Perspective – Sunday Dinner Stories Read More »
Debt and Death: What Happens? What happens to your debts after you die depend on various factors: what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind. Dealing with debt at any time
As we prepare for the holiday season, many of us may have traditions that include being with loved ones. For those of us who have experienced the loss of loved ones, changes in the celebrations are marked. Loss comes in many forms. Dealing with grief and loss is something most people have to do sometime
The Living Planner Advisory Perspective – Rosie Fox, Certified Grief Specialist Read More »
I’m participating in an OpenIDEO initiative that asks the question, “How might we reimagine the end-of-life experience for ourselves and our loved ones? IDEO is a design and innovation consulting firm in the San Francisco Bay Area. The challenge runs through July in collaboration with Sutter Health, Ungerleider Fund and HELIX Centre. Thought leaders from around
OpenIDEO Initiative Read More »
What is the definition of a life skill? A life skill is defined as a skill that is necessary or desirable for full participation in everyday life. Digging deeper, Life skills are abilities for adaptive and positive behavior that enable us to deal effectively with the demands and challenges of everyday life, in other
The Navy SEALs have a saying: “Get comfortable being uncomfortable.” If you can be comfortable being uncomfortable, you’ll be prepared to handle whatever situation comes along in your own life. The point is they stay focused on what they need to accomplish, despite how uncomfortable they feel. So in our daily lives, how exactly
It’s a Matter of When … Read More »
I had an interesting talk with my brother after reading Facebook’s updated policy about digital assets. Times have changed considerably from keeping files exclusively in paper format! Today, digital assets / electronic files have replaced checks, bills, photos and so much more, in many homes. After contemplating the fate of accounts held in the person’s
I’d like to share an article from Karl Pillemer, Ph.D. posted on the Huffington Post. What do you think? http://www.huffingtonpost.com/karl-a-pillemer-phd/fear-of-death_b_4075769.html Why Should Anyone Be Afraid Of Dying? We seem to be inundated now with books about death — and about how great it is. I assume that this is part of the aging of the
One end-of-life recommendation for people of all ages: plan for it … Read More »
