Advanced Planning 101 Avoiding mistakes that can derail your efforts Broadly speaking, there are several stages to managing your estate. Much of it has to do with paper and, increasingly, digital documents. To have an estate plan, it must get written down. It...
Tax Organization for NEXT Year Avoid the Stress you are feeling right now This time of the year, accountants everywhere are advising that you need to have your documents to them by March 1st. Are you feeling stressed? The alternative is filing an extension,...
Do you feel the Pull? I don’t know if it’s some pull of the moon or what, but every January I seem to feel a strong pull to Organize My Stuff. (Usually, my pull is to Get Stuff Done.) And, yes, in my mind these things are in capital letters! Do you feel the same...
Addressing Medicare Confusion Whether you are caring for someone on Medicare, or you have been on it for years, there can be a lot of confusion during the annual renewal process, which is always October 15th to December 7th. If you have an employer-sponsored plan,...
Remember When Things Were Simple? Life doesn’t need to be so challenging It wasn’t that long ago that you could change the oil in your own car; you could change the channel on TV without needing a doctorate to figure out how to use the remote! And what about...
Procrastinator by nature? If you are not prone to planning ahead, this could be your wake-up call. James, age 38, went around a corner on his motor cycle, was struck by another vehicle, and landed in the hospital with brain trauma. Sarah, age 52, was out with...
