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January is the perfect month for planning out your year. What do you want to accomplish in 2023? What are your goals? Something I love to do at the start of a new year is write my future self a letter – it’s like a time capsule! he first time I did this, I sealed the...
Many people have contemplated the importance of having proper plans for incapacity, disability, illness, or death as a result of the pandemic, but some of those people have not yet taken action to document these plans. People who have had a serious case of COVID-19,...
February is a month to celebrate the love in your heart, and the health of your heart. Each February, American Heart Month reminds us that each year more than 600,000 Americans die from heart disease, and we should use this time to focus on our own cardiovascular...
Memorandum: We Are Still Open for Business I came back from Antarctica on March 12, 2020, and despite plans to unpack over the weekend and hit the decks running the next Monday, I went to the office on March 13th to make plans in response to the Covid-19 crisis. I...
Several years ago we met with “Anita,” a woman in her mid-sixties whose husband, Andy, a decade or so older than Anita, had been diagnosed with mid-stage dementia and, therefore, had recently retired as a cab driver. At the time, Anita was quite adamant that,...
Estate Planning Basics: An Introduction to Estate Planning Concepts and Tools