Isabelle shares why working with friendly institutions is better for our clients.Read More
Peace of mind is something that we’re always trying to achieve in our daily lives. We want to feel good about the choices that we’ve made, the interactions that we’ve had, and that we’ve told everyone we need to that we love them because we can’t predict what’s going to happen on any given day. Ultimately, it’s this inability to predict the future that unsettles us. The best way to have peace of mind about the unpredictable future is to have an estate plan that you can rely on.Read More
In today’s world, everything is about customization you can subscribe to. There has been an upward trend in brands offering customized subscription services to improve your life. From skincare offerings like Curology, customized hair care from Function of Beauty, clothing and personal stylists through Stitch Fix, daily vitamins from Persona Nutrition, auto-ship through Prime Pantry, movies and TV show suggestions from Netflix, the list goes on and on. Being able to customize your experience or order, give feedback, and subscribe so you have one less thing on your to-do list, is what makes these services so popular. Our world has become so personalized that people joke about how long it takes to order a Starbucks drink and complain about Google ads that follow them around or appear after they’ve talked with someone about a product.Read More
For those of us old enough to remember the science fiction of the 20th century, the year 2020 still sounds like a futuristic concept. But we’re living in it now and that means some parts of life that wouldn’t make a lick of sense to our disco, hair metal or boy band-loving younger selves are real factors that affect our day-to-day lives.
One of those futuristic concepts is our digital presence online. Between platforms like Facebook, Twitter and Instagram, digital communities like Reddit, Amazon accounts, cloud storage, email providers, and many other forms of internet accounts, many people have large online footprints that aren’t easily accessed or administrated by another should they die.
Your digital assets are important to consider in end-of-life and estate planning. Some aspects are important for family members to access because of legal or financial duties when settling an estate, such as bank accounts, credit cards, utility bills. Others are about the sort of things a family member posted or shared through social media and in online communities before they died. Perhaps a surviving family member wants to collect some of the photos their loved one posted on Facebook or Instagram or videos they shared on YouTube. Or maybe a family member would like to remove private or sensitive content that was shared publicly before death.Read More
We recently wrote a blog about digital health resources that seniors might consider using, but what if you have recently taken on the role of caregiver for a loved one? This can be daunting, especially since it comes with a lot of information you need to organize. Sunrise Senior Living recently wrote an article, “How to Organize a Senior’s Medical Information”, with tips on how to organize all the medical information and successfully conquer your new role as a caregiver.Read More