Page 6 - Jupiter West - August '24

Page 6, Jupiter West
Palm Beach North Chamber Of Commerce

Appoints New Chairmen

The Palm Beach North Chamber of Commerce is delighted
to announce its newest Chairman of the Board as well as three
new chairmen of various committees.
The Palm Beach North Chamber of Commerce has
appointed Timothy D. Burke as Chairman of the Board. A
senior executive and digital pioneer, Burke advises companies
on media strategy, leadership and technology. His extensive
experience includes roles such as publisher/CEO of The Palm
Beach Post and Palm Beach Daily News, group publisher
for Gannett Media and vice president for Cox Media Group.
Burke’s expertise will be invaluable in guiding the chamber’s
strategic initiatives and fostering business community growth.
The Palm Beach North Chamber of Commerce has Tim Burke Corey Saban John Brandes Taylor Smith
selected Board Member Corey Saban to serve as chair of their
Government Affairs Committee. He will work with their team, fostering connections and guiding newcomers, ensuring The Palm Beach North Chamber of Commerce is one of
facilitating monthly meetings on timely topics that impact the they feel welcomed and supported within the chamber’s the largest and most active business organizations in Southeast
business community in that region. Saban, a communications vibrant community. Florida. Serving businesses in the ten municipalities that make
strategist, works with numerous industries throughout South Lastly, Taylor Smith will now serve as chair of their up Palm Beach North, the chamber fosters a partnership of
Florida with messaging, storytelling/speaking techniques and Young Professionals Council. In this role, Smith will private, public, educational and civic organizations working
crisis management. lead initiatives aimed at engaging and empowering together to ensure Palm Beach North is Florida’s “Prosperity
John Brandes will now serve as chair of their young professionals within the community. Smith, the Coast.” The chamber’s four strategic imperatives are: a
Ambassador Committee. In this role, Brandes will work lead project manager at Everbright, brings a wealth prosperous economy, high quality of life for all residents, a
with the team to facilitate events and assist new members of experience in project management and leadership, smart and connected region, and regional leadership. They
as they get acquainted with the chamber. Brandes, an ensuring that the council’s efforts are impactful and were recognized as 2023 Chamber of the Year for the state of
experienced sales professional, brings his expertise in aligned with the chamber’s mission. Florida. For more information, visit www.pbnchamber.com.
Eight Estate Planning Things To Do Before You Travel

By Anné Desormier- 6. Review your insurance. Check the amount of your especially when any changes are made. The more they
Cartwright, JD life insurance coverage and see if it still meets your family’s understand your plan, the more likely they are to accept
Eight Estate Planning needs. Consider getting long-term care insurance to help pay it—and that will help to avoid discord after you are gone.
Things To Do Before You for the costs of long-term care (and preserve your assets for If you have questions about your estate plan and what
Travel your family) in the event you and/or your spouse should need documents you should have in place to plan your estate,
Before any trip, most of it due to illness or injury. schedule a free consultation today by calling our office at
us create a “to-do list” of 7. Organize your accounts and documents. It used (561) 694-7827, Anné Desormier-Cartwright, Esq., Elder
things we have put off and to be that we could just point to a file cabinet and say and Estate Planning Attorneys PA, 480 Maplewood Drive,
want to take care of before everything was “in there.” But now so much is done online Suite 3, Jupiter, FL 33458.
we leave. Here is a checklist that there may not even be a paper trail. Make a list of The content of this article is general and should not be
of estate planning things to do all of your accounts, where they are located, and the user relied upon without review of your specific circumstances
before you take your next trip. names and passwords, then review and update it before by competent legal counsel. Reliance on the information
Taking care of these will help you travel with peace of mind, each trip. Print a hard copy in case your computer is stolen herein is at your own risk, as it expresses no opinion by
knowing that if you don’t return due to serious illness or death, or crashes and let someone you trust know where to find the firm on your specific circumstances or legal needs.
you have made things much easier for those you love. it. Clean up your computer desktop and put your financial An attorney client relationship is not created through the
1. Have your estate planning done. If you have been and other important files where they can be easily found. information provided herein.
procrastinating about your estate planning, use your next Make a backup copy in case your computer is stolen or To comply with the U.S. Treasury regulations, we must
trip as your deadline to finally get this done. Be sure to allow crashes, and let someone know where to find it. Be sure inform you that (i) any U.S. federal tax advice contained in
adequate time to get your estate plan completed in advance to include on your master list any passwords that might this newsletter was not intended or written to be used, and
of your trip. be needed to access your computer and files. cannot be used, by any person for the purpose of avoiding
2. Review and update your existing estate plan. 8. Talk to your children about your plan. You don’t U.S. federal tax penalties that may be imposed on such person
Revisions should be made any time there are changes in have to show them financial statements, but you can and (ii) each taxpayer should seek advice from their tax
family (birth, death, marriage, divorce, remarriage), finances, discuss in general terms what you are planning and why, advisor based on the taxpayer’s particular circumstances.
tax laws, or if a trustee or executor can no longer serve. Again,
be sure to allow enough time to have the changes made.
3. Review titles and beneficiary designations. If you have a
living trust and did not finish changing titles and/or beneficiary
designations, now is the time to do so. If a beneficiary has died
or if you are divorced, change these immediately. If a beneficiary
is incapacitated or a minor, you should set up a trust for this
person and name the trust as beneficiary to prevent the court
from taking control of the proceeds.
4. Review your plan for minor children. If you haven’t
named a guardian who is able and willing to serve and
something happens to you, the court will decide who will
raise your kids without your input. If you have named a
guardian, consider if this person is still the best choice.
Name a backup in case your first choice cannot serve. Select
someone responsible to manage the inheritance.
5. Secure or review incapacity documents. Everyone
over the age of 18 needs to have these: 1) Durable Power of
Attorney for Health Care, which gives another person legal
authority to make health care decisions (including life and
death decisions) for you if you are unable to make them for
yourself; and 2) HIPPA Authorizations, which give written
consent for doctors to discuss your medical situation with
others, including family members.

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