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How to Have Difficult Financial Planning Conversations with Aging Parents

Success

Often, these discussions are put off until an emergency occurs—a fall, an illness, mental decline—when loved ones must scramble for information and solutions. It may also be possible to share information informally. She suggests setting the stage by saying something like: “You guys took such great care of us.

Medical 215
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The Alzheimer’s Association Is Committed to Quality Support and Life-Changing Research for People with Dementia

Success

Stone’s wife, Evelyn, was diagnosed with Alzheimer’s in 1970, information about the disease was limited. During the past year, the helpline responded to 215,000 contacts from family caregivers and others seeking information and guidance. When Jerome H.

2025 276
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. These documents tend to be ones containing sensitive or confidential information. Medical leave of absence requests. Family and Medical Leave Act paperwork. Beneficiary information.

Filing 121
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AI Probably Won’t Take Your Job In 2024

Allwork

The recently announced in-house tool allows the firm’s employees to search thousands of company documents and interview transcripts to help gather relevant information and key insights faster and more efficiently. Productivity” was cited as the top priority by 75% of legal and 59% of tax and accounting professionals working at firms.

2024 260
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. These types of violations can cost your organization $75,000+ , so keeping confidential information separate is a must.

Filing 52
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Employee Records: End of year review & preparing for next year

BMT Office Administration

If you work in a human resources department, employee record keeping should be nothing new to you. The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue.

Medical 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Creating an effective documentation retention policy involves reviewing company and human resources requirements, state law, federal law, industry and governmental regulatory requirements, and insurance policies. Input from senior management, human resources, and the record-keeping department is a must. Per the U.S.

Policies 105