First, Happy Holidays and Merry Christmas to you and your family. This is a busy time of year. All kinds of events, tasks, obligations and requests are being made of your time and energy. What’s a person to do with all of the demands? Well, after you focus on taking care of yourself amidst all … Continue reading Here’s Why You Should Make a Holiday List and Check it Twice
Why Advance Planning has Benefits
During a presentation (11/07/15) at an event hosted by the Alzheimer’s Association of Greater Maryland, I was excited to hear some of the questions coming from audience members. Many of whom are caregivers navigating the challenges of taking care of a loved one with Dementia. A few of the questions revolved around issues related to: … Continue reading Why Advance Planning has Benefits
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Do You Have Unclaimed Assets?
The idea of unclaimed assets is exciting to many people. If you are thinking, why would someone have unclaimed assets? According to an article[1] on the USA TODAY website, there are several reasons why someone would end up with unclaimed assets. One of the culprits for unclaimed assets is poor estate planning. Which of course … Continue reading Do You Have Unclaimed Assets?
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Should an Estate Plan be on Your Child’s College Checklist
Are you getting ready to take your child to college this fall? If so, you should know that many of the rights you had regarding your child may be gone once your son or daughter turns 18. That can be a scary thought. However, the law in many instances have cut you off from acting … Continue reading Should an Estate Plan be on Your Child’s College Checklist
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3 Lessons I Learned From my Career as a Flight Attendant That I Use in Estate Planning
When I look back at my years as a flight attendant, I am amazed at the life lessons that I learned by crossing paths with so many people. However, The various passengers that I came into contact with was just one part of the story. I also learned that patience, flexibility and calmness are useful … Continue reading 3 Lessons I Learned From my Career as a Flight Attendant That I Use in Estate Planning
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6 Things you Should Know About Alzheimer’s Disease
We are living longer these days. Active lifestyles, healthy eating, medical advances and genetics are all playing a role in longer life expectancies for many people. With that in mind, how has your family been affected by Alzheimer’s? If you are fortunate, you may be asking: what is Alzheimer’s and why should I care? Alzheimer's … Continue reading 6 Things you Should Know About Alzheimer’s Disease
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Digital Assets Worth Their Weight in the Cloud – How Much are Yours Worth?
You may be wondering, what are digital assets? More importantly, why should I care? Nowadays, you likely have them all over the place. If you are reading this post, chances are you already have an extensive digital life online. Some examples of digital assets include: Email accounts; pictures; webpages; blogs; online storage accounts; social network … Continue reading Digital Assets Worth Their Weight in the Cloud – How Much are Yours Worth?
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How is Your Estate Plan Looking for Father’s Day? (Part 3 of 3)
Part 3 or 3 Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that you have made. Enjoy your day and know that you are appreciated. What happens to your assets when you are gone? The answer to that question … Continue reading How is Your Estate Plan Looking for Father’s Day? (Part 3 of 3)
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How is Your Estate Plan Looking for Father’s Day? (Part 2 of 3)
Part 2 or 3 Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that you have made. Enjoy your day and know that you are appreciated. What happens to your assets when you are gone? The answer to that question … Continue reading How is Your Estate Plan Looking for Father’s Day? (Part 2 of 3)
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