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I đź’ś 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 Likely to Have a Will than Middle-Aged Adults
Date: July 7 to 9, 2022 Attend this conference specifically designed for mental health group practice owners. In this interactive session, I will share the essential elements of Creating a Business Contingency Plan.
Read MoreDate: Friday, February 11, 2022 Join me at the in-person conference. I’ll be hosting a workshop on How to Keep Your Business (and Your Life) Running Smoothly in an Emergency.
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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 to key media outlets. Vanguard responded by reinstating the benefit for retirees and is “recalibrating” the benefit for the current crew. https://www.wsj.com/articles/vanguard-rolls-back-plan-to-cut-retiree-benefits-11633987332?fbclid=IwAR3NRumAmEgZiJbHUNHuo3AXYGf1jclryR52ZDCff0jQ3Ef_2QETrB2ggno While the financial stress of…
Read MoreDate: November 4, 2021 Register today to join Mary Beth at this virtual event to learn how to Keep Your Business & Life Running Smoothly During an Emergency
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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 year I was determined to use the pandemic lockdown efficiently. For me, that meant having two elective surgeries that I had been putting off. To prepare…
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One example of how our contingency plan evolves is how we now need to determine our storage strategy for our Covid vaccination card. When I received my second shot, the gentleman ahead of me had lost his vaccination card. The people staffing the pop-up site had no suggestions for getting a new card, and they…
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One of the most challenging conversations is when a client contacts me because their money has been stolen. Frequently the the thief is a family member.
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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 of their contingency plan and valuables. Important considerations include: Size. Is it big enough for everything you need to store – your contingency plan binders,…
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Lindsay and I met earlier in 2020 when mutual connections introduced us, and we collaborated on a webinar for the Northern Lancaster Chamber of Commerce. While working together, I realized that Lindsay’s client stories provide an excellent context to help people evaluate their legal and estate planning needs.
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