Malvern Bank's "Money Matters"

Money Matters: Your “Operation London Bridge”

September 16, 2022

Hello,

With news of Queen Elizabeth’s death last week, many people were fascinated by the details of “Operation London Bridge,” the British code phrase given to the monarch’s intricate succession plan with rules governing her funeral and the royal estate after her passing.

The Queen left behind not only the throne but a complicated set of issues to be sorted out by those close to her.

We can take some lessons from this in our own planning, according to the Barron’s article below:

  • Have your documents in order
  • Review your plan regularly
  • Communicate your wishes

Preparing an estate plan – or taking the time to update an outdated one – provides peace of mind and clarity into the future for all involved, but it can be difficult to get started. Death is not an easy topic to discuss. Malvern Bank can help. Through our trusted partners, we can offer forward-thinking advice and insight as you plan for your wealth-transfer process. Malvern partners with local corporate fiduciaries who can act as your unbiased trustee / executor.

Contact Sally Lawson, Malvern's Senior Investment Officer. She can help give you peace of mind as you plan into the future. You can contact her at SLawson@MyMalvernBank.com or 610.695.3651. Let’s Start the Conversation!

The articles below have additional insights to consider as well. Get in touch to discuss any aspects of your overall financial health and wellness you have in mind.

Sincerely,

Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Beyond Your Expectations ™
Office : 610.644.9400

Malvern Bank Insurance

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