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How to Have Difficult Financial Planning Conversations with Aging Parents

Success

In some cases, they opt to organize family meetings in which everyone can be clear about responsibilities such as who will oversee health and legal decisions for parents, parental wishes for living arrangements, their available resources including various types of insurance, and how inheritances will be apportioned.

Medical 228
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Employee Records: End of year review & preparing for next year

BMT Office Administration

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. You’re legally required to hold on to these forms, so don’t throw them out. Medical records.

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. Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Per the U.S.

Policies 105
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

When thinking about what belongs in there, the Society for Human Resource Management suggests the following: “Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions. Annual performance reviews and similar formal performance evaluations. Termination documentation.

Filing 121
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What’s Stopping You From Starting a Work From Home Business?

Tips From T. Marie

I even went to school for medical coding and billing (which was a complete waste of my time and money). You need legal counsel to guide you when starting your business. While having legal counsel is a great thing to have access to when starting a business, it’s not a requirement. I longed to leave it.

Legal 253
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How Employers Can Better Serve Neurodiverse Employees in 2023

Success

After surviving a major medical event and a surgery that almost killed her, she found herself reevaluating her trajectory. “I According to 2020 research published in the British Medical Bulletin , “a reasonable estimate of all neurominorities within the population is around 15–20%.” But things only got more complicated.

2023 304
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Ep 212: Mariah Kerby on Discovering and Using Your Gifts, and Nurturing a Community of Growth for an Assistant Team

LEADERASSISTANT.COM

She currently serves a Software Engineering Executive but also has experience assisting in the medical, arts, legal, real estate and finance fields. LEAVE A REVIEW If you’re enjoying the podcast, please take 2 minutes to rate and review the show on Apple Podcasts here.

Gifts 95