Archive for July 2023
Declare Independence From Yourself
This month we celebrated our forefathers and mothers – a group of brave men and women – who declared independence from oppression, inequality, injustice, and tyranny. Let’s follow their example and declare independence from the biggest tyrant in our own lives. Ourselves Yes. We are the biggest oppressor and the most unfair when it comes…
Read MoreTrust Administration Pitfalls to Avoid
Trust administration plays a crucial role in ensuring the smooth transfer of assets and fulfilling the wishes of the trust creator. However, the process can be complex and prone to potential pitfalls. By exploring some of the common mistakes that can occur during trust administration and providing practical tips on how to prevent them, trustees…
Read MoreApple Legacy Contact: Digital Estate Planning
In this increasingly digital age, our lives have become intertwined with technology. We use smartphones, tablets, and computers to manage our finances, communicate with loved ones, and store precious memories. However, what happens to our digital assets and online presence after we pass away? Recognizing the need for digital estate planning, Apple has introduced a…
Read MoreMaking the Right Choice for Your Estate
When it comes to estate planning, creating a trust can be an excellent way to safeguard your assets and ensure they are distributed according to your wishes. Trusts offer flexibility and control, allowing you to protect your wealth and provide for your loved ones even after you’re gone. Before diving into the world of trusts,…
Read MoreElder Abuse: Recognizing Signs & Taking Action
As the world’s population continues to age, ensuring the safety and well-being of our elderly loved ones becomes an increasingly important issue. Unfortunately, elder abuse and neglect are all too common, yet often go unnoticed or unreported. In this blog post, we will explore the signs of elder abuse and neglect, as well as the…
Read MoreExtra Layer of Protection to Your Trust
Trusts have long been recognized as powerful tools for managing and protecting assets, ensuring their seamless transfer across generations. They provide a robust framework that allows individuals to safeguard their wealth and exercise control over its distribution. While trusts offer numerous benefits, some individuals may desire an additional layer of protection and oversight. Enter the…
Read MoreEnsuring the Care of Your Furry Friends
Pets bring joy, companionship, and unconditional love into our lives. For many of us, our furry friends are considered beloved family members. However, have you ever considered what would happen to your pets if something were to happen to you? By incorporating pet guardianship into your estate planning, you can ensure that your cherished companions…
Read MoreUnderstanding HIPAA: A Parent’s Guide
As parents, we always want the best for our children, even as they transition into adulthood. However, when it comes to their healthcare, things can become more complex. The Health Insurance Portability and Accountability Act (HIPAA) is a federal law that safeguards the privacy and security of individuals’ medical information. Understanding HIPAA becomes particularly important…
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