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Millennials Are Leading the Way
I 💜 Millennials! One of January's highlights is reading Caring.com's estate planning survey results for the prior year. And the headline says it all:For the First Time, Caring.com’s Wills Survey Finds that Younger Adults Are More...
How to Maximize Retiree Benefits
You may have noticed that Vanguard was in the news this month for eliminating retiree medical reimbursement accounts for current and retired employees. Retirees collaborated in a private FaceBook group to break the story...
Reassessing Your Home-keeping Habits
Once you start contingency planning, it's hard to know where to stop. Planning for the unexpected becomes part of how you see the world and how you organize your life. Last...
How to Store Your Vaccination Card
One example of how our contingency plan evolves is now needing to have a storage strategy for our Covid vaccination card. When I received my second shot, the gentleman ahead...
How to Prevent Family Fraud
As you may already know, I work with the best clients. The people who work with me are often motivated by compassion for their business partners and family members who...
How to Choose a Fireproof Safe for Your Home or Business
When exploring fireproof safe options, there are many variables to consider. Sometimes there are so many choices that people decide not to buy a safe, risking the privacy and security...
What You Need to Know About Estate Planning & How to Get Yours in Order
An interview with Lindsay M. Schoeneberger, RUSSELL, KRAFFT & GRUBER, LLP Background: Lindsay and I met earlier in 2020 when mutual connections introduced us. We collaborated on a webinar for...
