One of the most important aspects of estate planning is designating beneficiaries for your assets, which helps to ensure that your assets are distributed according to your wishes in the event of your death. However, beneficiary designations can be easily overlooked or...
Everybody talks about death and retirement and taxes, but nobody talks about all three topics in one discussion. In addition, few people want to talk about a legal process that could happen 20 or more years in the future. However, every person and family has to...
Estate planning needs have changed a lot over the years. Today, passing on the keywords to online accounts can be more important than making sure your Pennsylvania heirs know the combination to your safe deposit box. If you have valuable digital assets, you’ll want to...
Now that you have taken three deep breaths and understand that creating an estate plan is not that difficult, you roll up your sleeves and take charge. You are no longer bound to paralysis analysis. You have chosen to create a will. And you understand that many...
After creating an estate plan, many people will let it sit for years without reviewing or revising it. Yet, adopting a hands-off approach to estate planning is risky. While updating your plan for every life change is unnecessary, certain events – and the passing of...
Many Americans are unaware of the various benefits associated with estate planning. But who can blame them? Many Americans age without learning about the benefits of saving, investing, or estate planning. What many Americans have come to believe is that estate...
Your estate plan can handle your affairs after you pass, but it can also have an impact sooner than you think. There might be a very important document that you’re overlooking, which could make a big difference if you become incapacitated. Only a third of adults have...
