Estate Planning

Defusing the Legal Documents Bomb 2.0

Because this was one of our most popular blogs and because we know it’s a challenge for everyone, we decided to recycle this blog with a few changes. It’s time to get your A-team in action! There’s a family bomb out there and the procrastination fuse is burning. Almost every client we speak with says something to the effect of “Estate planning is on our to- do list. We really need to get it done”, or “My parents haven’t gotten [...]

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When you look ahead to this year…which is you?

Our last blog talked about projecting your taxes, so you can see what’s coming and plan for it. A lot of what planners do is look ahead to see what is coming and what could be coming, so you can have what you need ready.  At Fiscal Fitness Clubs, we’ve broken down these tasks and given you step by step instructions and support to make it easier, because we know that managing your money and doing planning can seem [...]

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Letters To Myself

My greatest fear is losing myself…It’s not just Alzheimer’s or dementia, but that I’ll forget the lessons I’ve painstakingly learned about facing tough challenges head on or those of being responsible and not causing others unnecessary pain. I don’t want to be that old person who shouldn’t be driving and hits a child. I don’t want to be the one who is too proud to ask for help from family, so I get swindled by asking the first person who is nice to [...]

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How HR Can Help In Defusing the Legal Documents Bomb

There’s a ticking time bomb out there that can cause collateral damage for your employees and lost productivity for your company. We don’t know how long that procrastination fuse is, but we know it’s lit! The bomb is the lack of legal documents. We don’t mean just wills either.  Having the right Powers of Attorney and HIPAA authorizations for family members can save time and heartache. In a medical emergency, would your employees have the correct documents on hand to help a loved [...]

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Defusing the Legal Documents Bomb

It’s time to get you’re A-team in action!There’s a family bomb out there and the procrastination fuse is burning. Almost every client we speak with says something to the effect of “Estate planning is on our to- do list. We really need to get it done”, or “My parents haven’t gotten any documents yet and they keep saying they’re going to and haven’t!” Our standard follow-up is, “Have you got yours done yet?” There are lots [...]

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Digital, my ass…ets!

So, September’s focus at Fiscal Fitness Clubs is Legal and Estate Planning Management. All month, we’ve had our clients focused on getting the right documents in the right places and communicating the right message to the right family members. Just when you think you have a handle on everything, WHAM! WHAP! OOPS!  And something else comes along.  I just got back from a seminar by a leading attorney in digital assets, Robert Kirkland, where I learned all sorts of [...]

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