Blog

Protecting Beneficiaries with Trusts

We are seeing more and more that our nation is struggling with mental illness with the acknowledgment of maternal mental health issues and climbing suicide rates for all ages. The latest public casualty is from American Royalty, the granddaughter of RFK, Saoirse Kennedy Hill. The 22 year old was found unresponsive from an apparent overdose at

10 Non-Financial Estate Planning Issues to Consider

Here are 10 important topics to consider when estate planning — good conversations to have with your spouse (if you have one). I am happy to help you navigate these choices — call for more information. Healthcare: Who will make decisions if you can’t? Pets: Who will care for them when you are gone? Wisdom: Which

What is a Power of Attorney?

One of the most common questions I get from people both online and in person is relating to Medical and Financial Powers of Attorney. Usually it is from folks with an aging or ill parent or parents or parents of teens turning 18 and moving away from home (usually either traveling or away at school).

Why Sharing Your Digital Passwords is Critical

As more and more of our lives move online, it is becoming critical to document information about accessing your online accounts and assets (photos, videos, etc.) on the internet. Making sure you leave locations (URL) and digital passwords is critical. Why? Matt Thompson very sadly committed suicide in July 2015 and left no will. What

Will You Be an Organ Donor?

I recently saw a viral post on Facebook from some caring folks about organ donation. The poster wanted everyone to know that organ donation was extremely important to them should their death occur. My hat is off to this person for being so thoughtful and proactive, but because of what I do, my inclination of

Facebook Uses AI to Determine User Death

Facebook plans to use artificial intelligence to help it be more sensitive of its members’ feelings when it comes to death of a friend or family member. In the past, Facebook might have allowed Memories to popup, send Birthday reminders and more. The results were not always positive for some folks. Facebook COO Sheryl Sandberg

Why Advance Directives are Essential: NHDD

Next week (Tuesday the 16th) is National Healthcare Decisions Day (NHDD). Why is such a day necessary or even important you might be thinking? According to a 2003 article by the US Agency for Healthcare Research and Study: Less than 50 percent of the severely or terminally ill patients studied had an advance directive in their medical

Don’t Leave Your Health & Welfare Decisions in “Jeopardy”

When Alex Trebek announced his cancer diagnosis, my first thought was that I hoped he had taken care of his legacy planning so he could concentrate on beating his disease and spending quality time with his family.

The Conversation Project: Removing the Awkwardness of Discussing Death?

I recently stumbled on an amazing website that I think could help a lot of families called The Conversation Project. There are some topics that are very hard to discuss, most especially money and death. Yet most people recognize it is important topic to cover as parents age and/or children are born and wishes need to be honored and protected. This site seeks to bridge some of those gaps to help people have these important conversations. Here is their message: