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When Disaster Hits Your Clients: An Advisor's Preparedness Playbook
The Advisor's Preparedness Audit
National Preparedness Month is observed every September to encourage individuals, families, and communities to plan for disasters and emergencies. According to national data from 2024, weather and climate disasters have become more frequent, more severe, and more costly. Read more to discover that advisors should give emergency preparedness the same attention they give other events that could disrupt a client's life and financial plan. A simple preparedness audit can reveal gaps before clients and their families are forced to address them under pressure.
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What Your Clients Have Not Done with Their Documents - and How to Bring It Up
Safeguarding critical documents is a key part of the Federal Emergency Management Agency's (FEMA's) disaster-preparedness guidance. Advisors should emphasize it, since they may be among the first people a client or the client's family calls after a disaster to begin putting the pieces back together. Read more to learn that asking a few basic questions now can help stress-test a plan before an emergency exposes its gaps.
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When a Client's Parent Is Evacuated: What Every Advisor Should Know
The decision to place a parent in a nursing home or assisted living facility is rarely simple. It can feel even more fraught in hindsight when something goes wrong. Read more to discover that a disaster plan may begin at home, but it should also account for parents and other family members who live elsewhere and may depend on the client more than ever during an emergency.
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MEREDITH | PC
4325 Windsor Centre Trail
Suite 400
Flower Mound Texas 75028
214-513-1013
This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.