Estate Planning for Young Families

It is never too soon to write a will, and have powers of attorney drafted, particularly if you are married and have children. Young families in Pennsylvania need to have a fundamental estate plan in place. Once the fundamentals are in place, as your family grows, you can build on your estate plan...

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Planning For College

Do you have children or grandchildren and you're worried about saving enough for their college tuition? Of course, you're not alone... this economy has not made it any easier on us to save for our children's future. Yet, it is essential that we engage in this type of planning. The less debt your...

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Beware of writing your own estate plan

Tempted to write your estate plan on your own? Before you do, check out this recent article about doing-it-yourself. Writing your Last Will & Testament or Power of Attorney on your own may seem like the easiest thing to do, but could cost you and your family later on. 

Make sure...

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Reasons You Must Have A Will

Recent surveys have shown approximately 50% or more of adults in our country do not have an estate plan. A Last Will & Testament is typically part of a well-rounded estate plan, and provides the foundation to ensure you leave a positive legacy. Without a Last Will & Testament, there could be...

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IRA Podcasts

A great resource to learn more about IRA's, Roth conversions and more is Natalie Choate's podcast page. Natalie is one of the foremost expert on IRA's.

Should you convert your IRA to a Roth IRA? What effect does remarriage have on your retirement? What things should you avoid with your inherited IRA? Natalie's podcast page is...

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Estate Planning To-Do List

Make sure you have your estate plan up to date. Here is a quick to-do list. There is no better time than now to get serious about creating or updating your plan.

Make sure you have an updated Last Will & Testament: This describes your wishes for your estate upon your...
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Dangers of Inherited IRAs, Part 1

If you are like most folks these days, you have a significant portion of your estate saved in retirement accounts (IRA, 401(k), 403(b), TSP, etc).  Retirement accounts are a great legacy planning tool because they offer the ability for your beneficiaries to continue the tax-deferred treatment (e.g. “Stretch IRA”).  Unfortunately, many beneficiaries...

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Estate Planning: Troubling Statistics

Did you know that approximately 70% of adults in the United States have no custom estate plan? No will, living trust, powers of attorney or living wills? If you are one of the 70% without a custom estate plan, talk to us today. It's never too late or too early to start estate planning....
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