Connecting With Your Elders: Stories of the Past

Every life is made up of a million stories and experiences. Each ancestor’s life is another chapter in the story of where we came from. So, it’s only natural that more and more people have taken an interest in their story through the study of genealogy.

Books, historical documents, and (more recently) websites can help in that study. If our elders are still alive, we can find a unique insight into the more recent chapters of our stories through their living history. And we can bring great joy to our seniors as we sit next to them, intrigued by what they are telling us.

Terminating Household Employees Tips

Ideally, the dynamics between home employees, clients, and any other caregivers is amicable and beneficial to everyone involved. Unfortunately, there are situations where this is not the case.
Through the terminations for cause of two home health aides, we have learned what procedures are required by law, as well as steps to make the process as efficient and trouble-free as possible. 

Preparing to Work with Trusts and Estates Attorneys

A trusts & estates (T&E) attorney is an important individual to have on your team of professionals, especially:

  • when preparing and/or updating legal documents, such as a will, power of attorney, and healthcare proxy; or
  • if you are acting as an executor for an estate.

Unbeknownst to Many, Curmudgeons Day is January 29th!

Start every day off with a smile and get it over with.” - W.C. Fields

Curmudgeon’s Day commemorates the birth of renowned curmudgeon W.C. Fields, who built his career on the hardships of his (mostly fictional) past, presented through comedic grumpiness and acerbic wit.

If at first you don’t succeed, try, try again. Then quit. There’s no point in being a damn fool about it.” - W.C. Fields

The word curmudgeon itself does not always have the most positive associations, due largely to a demeanor sometimes identified as “ill-tempered.” Definitions often Include words like bad-tempered, difficult, and cantankerous.

In our work with an aging population, we have met our share of curmudgeons and discovered the caring and fun-loving person underneath. Curmudgeons are often stubborn, independent thinkers, who aren’t afraid to ruffle a few feathers in order to live life by their own terms. They may not have much regard for authority, but they do enforce their own rules and standards.  This can make them difficult, but passionate; often passionately difficult.

Getting Organized for the Tax Season

Does thinking of April 15th put you or your clients in a state of panic? Many accountants send out Tax Organizer booklets in January, but not all clients use them. Some people have alternate systems in place that help them present their accountants with all the necessary information in an organized manner. 

Regardless of the method, there is value in streamlining the materials sent to accountants, who are most efficient when provided with the tools to do the job: accurate statements about income, expenses, and deductions. By preparing an organized package and sending it in a timely manner, you or your clients are assured that the accountant has all the relevant information, allowing time to address the bigger tax issues.


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