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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 Likely to Have a Will than Middle-Aged Adults
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…
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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 now needing to have a 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. They said that 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: Check out this safe on Amazon (affiliate link) that is most popular with my clients.
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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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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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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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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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