Enrolled in the Hyatt/MetLife legal plan to create a will now that my wife and I have two young kids. Are there any other things I should use it for before the benefit runs out end of year?

like
Posting as :
works at
You are currently posting as works at

Will, trust, and custody. Have your lawyer research what custody laws are in your state since a Will doesn’t always do the trick.

The Trust is essential in my book, it avoids probate court which a Will goes through which can tie up any inheritance to your kids for years depending how fast the court moves.

Also a living Will is a good idea in the event a medical emergency happens, how you want that handled will be in writing which can save your spouse from having to “decide” what happens if you’re in a coma or something.

like

Agreed!! Will and trust. If you paid for this out of your pocket it would be several thousand dollars. It’s definitely worth the money.

Parking tickets. Small claims court issues. 

like

Get sued now rather than later

like

Got any legal grievances against the firm? Always wanted to see one of the firms get sued via their own legal plan.

funny

Yea thats absolutely a no-no in the plan document

like

Related Posts

Has anyone made a big bet to try to attempt to retire early? It seems like everyone in this bowl focuses on traditional, conservative investing. Going that route I’m gonna be a wage slave all my life

like

PLTR calls? Bad week for them as they fell under ‘meme stocks’ some places. Thinking of $33 for 2/19

like

Really regret not selling United Wholesale Mortgages. Very confused on what to do with this one. Unless it gets PT it’s gonna be stuck around the 10 range. Think I may be eat the loss on first say a dividend is available

like

Hello guys, can anyone please suggest how can i bring down the tax in the given CTC.
P.S : All allowances which i am not claiming will add up to special allowance which is taxable. No gratuity or insurance premium will be deducted from this CTC

Post Photo
like

Owe ~$4,500 in taxes for 2020. Anything I can do to reduce this amount? Going to contribute some extra money to 401k to get me to 19,500 for the year. Anything else?

like

How much are you contributing to your 401k?

Any tips on taxes for defi? And yes I have to…I transferred from a KYC to my Fantom wallet and have soo many transactions

like

Best resource to learn about the energy generation world and trading? Would appreciate some courses, books, or leads.

like

Pranam Fieshes ,

How to declare tax on joining bonus? First time got joining bonus , how to mention it in tax declaration . Please help

Your lovingly,
Fish

like

Finally I am a tax payer of India.... After 3.2 years in TCS, will pay tax on 8k😂😜😜😜

like

Looking to put 10k into ibonds (maybe another 10k next year but not sure yet). Is treasury site easy enough to use? I initially stayed away because I heard it's awful but if set up is doable then I'll reconsider.

Also, should you have a separate emergency fund until you can withdraw your ibonds? Can't withdraw if you have an emergency in the next 12 months.

like

Currently 25 y/o making 70k/year in Boston. I grew up pretty poor and I have minimal financial education. A lot of my salary now goes towards helping my parents get out of debt. My parents are no longer able to live on their own, so considering selling my grandmas house where they live (maybe 550k), paying off their mortgage (100k) and buying a duplex (between them they make about 55k/year). Is buying a two family home a good investment ? How much can I afford to spend on a new house?

likehelpful

Had my sapphire preferred for 4 years. Can I downgrade to a freedom today and re-apply for a sapphire after a couple weeks to get a new bonus?

like

Noogler question: are approved Amex expenses from concur directly paid by google to Amex? Or I gotta to pay? My expense was approved but has not yet been fully received in my account..

like

Has anyone used an online accountant/back end company to manaage all of your invoices, billing, taxes, etc?

I’m debating using Collective or Bench but would love real reviews.

like

Living in Van. Previously lived in Toronto. Obviously rent prices are high as is cost of living. Generally go out and spend more often living in a city. Boyfriend and I on good salary but not saving much due to the above. Before we move home to our own country, we’d love to spend a year close to Vancouver where rent is cheaper, temptation is less, to save. A commute to Vancouver 1-2 times a month needs to be possible (his job). That can be a flight if it’s not crazy. Thoughts? Recommendations?

likehelpful

What happens to carry if you move funds? Would your new fund “buy you out” or how should you raise this?

like

Any McK fuel people in here? Kinda curious about this segment in reference to deal structure. Is it all commercial debt?

like

Does anyone have any suggestions on small side gigs or other ways to make some quick cash for the holidays?

like

Anyone here had success in purchasing a book? If so, would love to hear about transaction and how it went.

like

More Posts

Noticing a culture shift since the Kohlberg deal. Have other fish noticed this when a PE firm gets involved?

like

My friends and I brought up the black and blue dress, and it's amazing to me how many of them still see white and gold. What do you see?

like

📊 Curious to learn how diverse is Fishbowl? What's your age and nationality?

like

Is HCL providing WFH setup cost to new joiners?

like

How good Cisco is for finance professional? I mean in terms of growth opportunities.

Have you ever been asked to fill a role that has such narrow specifications and qualifications that it seems almost impossible to find someone? They are really looking for a unicorn and it isn't easy

like

Had my sapphire preferred for 4 years. Can I downgrade to a freedom today and re-apply for a sapphire after a couple weeks to get a new bonus?

like

I'm graduating in a few weeks, is to weird to send a holiday gift like wine or a Christmas Card along with my resume? I haven't been hearing back from the companies i have been applying to and I'm looking to stand out.

like

Is it possible to switch path from tax associate to data analysis?

like

I do sales for a major engineering firm. Focused on new business and exploring new markets. Last year I was in the top 50% for order intake, and first in number of projects won along with number of new customers. I think this is extraordinary given the effort it takes to win new business.

For next year my goal increased by 2.5X, and less of what I bring in counts towards that target. I really enjoy my job but I will essentially be getting a large pay cut. Lost in what to do besides quit??

like

She doesn't know the real reason why I'm lukewarm about kids: I don't think she's matured enough. I'm trying to plan for retirement and a house, but all she wants is her next overseas vacation

like

Has anyone used Productboard with Jira? I’m specifically looking to understand how you manage epics within the Jira backlog. Currently our backlog contains the child issues for each epic

like

SO and I (no kids) will be moving to Bay Area in early 2020 with a car. Both will be working in the Palo Alto / Mountain View Area. Better to just live where we work or possible to commute from SF?

like

Are lounges truly worth it if you're not doing a serious long-haul trip? What about the difference between flying business and flying first class

like

What guides and resources do you use to find attractions that are off the beaten trail?

like

Any job requirement in data analytics?

like

KPMG diversifying its business. students were seen collecting garbage for recycling.

Post Photo
likefunny

Did anyone who is working in Hybrid model got relocation allowance in the starting from Bofa ???

Anyone here can share experience with dating/relationships and weight-gain? I am not obese, but definitely overweight. I lead a relatively healthy life but know I can do more. However, I find that my weight keeps me from socializing, meeting new people and dating. How can I improve my self-esteem?

like

Can anyone refer me at Paypal ? I have the job ID with me.

Additional Posts in Employee Benefits

Deloitte 🐠🐟 in the DC area, which health plan do you recommend? I'm with Kaiser and it was a huge mistake. I'm looking to switch for 2020!

EY folks, anyone get their Invisalign covered by insurance?

like

I do sales for a major engineering firm. Focused on new business and exploring new markets. Last year I was in the top 50% for order intake, and first in number of projects won along with number of new customers. I think this is extraordinary given the effort it takes to win new business.

For next year my goal increased by 2.5X, and less of what I bring in counts towards that target. I really enjoy my job but I will essentially be getting a large pay cut. Lost in what to do besides quit??

like

Does Slalom offer fertility coverage? (E.g. IVF)

like

How come I have to pay $116 out of pocket for my dental exam and cleaning? Is this covered by your firm’s dental coverage plan?

likehelpful

If I decline health insurance at IBM, do I get a cash payment? I have an offer from another firm that gives me $5k... does IBM give anything?

(Wife has free health insurance via her city job)

like

@Cloudflare - What is the maternity + parental/bonding leave like? How long, fully paid, max time one can take, etc. TIA!

like

529 Plan VERSUS Prepaid

We live in Florida and currently have a Freshman in High School and a 16 month old. We hear from our friends and family with college bound children "I wish we would have done Florida PrePaid." After obviously ignoring this for years, we are finally trying to do it before "it's too late" for both children.

Does anyone have recommendations on which plan to go with for each child? I once did the pros and cons on a whiteboard and it seemed like 529 was better.

like

When you finally got your CPA license how much has your salary jumped ?

like

Currently on short term disability in CA and trying to figure out what the tax situation is. It looks like they don’t take out taxes, so should I set that aside? I can’t find any info on whether it’s tax-free income but I definitely don’t want to assume incorrectly

like

Can we use the wellness benefit (500 at 75%) for Garmin GPS watches?

Can anyone from FTI speak to their benefits? 401k match, healthcare, etc?

like

Bain & Company PPO health insurance only! Post your firm's biweekly premium (employee deduction) and whether it's employee, employee+spouse or employee+family.

Deloitte Accenture EY PwC Boston Consulting Group McKinsey & Company Bain & Company KPMG

like

If you have a child during your first year of employment at your firm, are you eligible for the firm’s full maternity leave benefit? Or only if you have a child after your first year anniversary? TIA.

likehelpful

I have $30 remaining in my technology subsidy. Can I use it to pay part of a purchase of an earphone set worth $200

EY advisory laptops - do you get to choose a model or is one just randomly assigned to you?

like

Does EY’s vision plan not cover eye exams?

like

I don't want to ask the Mck recruiter more questions. Can someone explain the differences in the Profit Sharing Retirement Plan and the Money Purchase Pension Plan? Does Mck contribute to both?

My firm doesn’t match my 401k — still worth opting in?

like

Interested in getting opinions on Wipflis benefits

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal