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How to Prevent Family Fraud

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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Generation-Skipping Transfer Tax Planning

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Fireproof Safe

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 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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Attorney, Lindsay Schoeneberger shares estate planning strategies

What You Need to Know About Estate Planning & How to Get Yours in Order

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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Use what you've learned this year to propel your planning for the future.

Three Things You Can Do Today to Prepare for an Emergency

There’s no denying it. Whether you’re a business owner or not, 2020 has taught us that we all need to be prepared, at least for the unexpected, if not for a full-fledged emergency. COVID continues to present challenges in the US and worldwide. Here in the Northeast, difficulties persist – we’re nowhere near back to…

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Analog or Digital Contingency Plan – What’s Right for You?

In this digital age, creating an online plan for an emergency may seem like a no-brainer. Let’s dig a little deeper to assess the differences. What are the options? Contingency planning means different things to people. There are two major players when it comes to full-fledged contingency planning. Niche Partnership Consulting offers analog – or…

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Farming in February

Years ago, I would rise early Saturday mornings to make muffins from scratch and surprise neighbors with small batches. One neighbor would say, “You should live on a farm!” Although I’ve lived in Chester County for decades, I still have strong city roots. I like front porches, street lights, and side-walks. I have no plans…

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The Birds and the Bees; The Will and Power of Attorney

I recently hosted a speaking event at the beautiful historic Kimberton Inn in Kimberton, PA. It was a lovely evening surrounded by family and friends, ten days before Christmas. After the event, many of us spilled over into the bar and dining room for dinner and refreshments. My husband and I seized a rare opportunity…

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A Deeper Level of Caring

When was the last time you imagined what life would be like for your loved ones without you? When my husband gets annoyed with me, it’s not uncommon for me to say, “you’ll miss me when I’m gone”! There! Take that! He smirks. We move on to the next thing. All joking aside, it’s not…

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Embrace Your Inner Nomad

My life is far from Nomadic in a literal sense. But my mindset and lifestyle have Nomadic themes: · Travel light · Minimize attachments to things · Be ready · Work from anywhere My Nomadic ways are likely rooted in events that happened when I was 14. Life as I knew it changed in one…

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