Do All of My Assets Pass through My Will?

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A Last Will and Testament is an important document to have in place. Two of the most important purposes of a Will are to name who you want to receive your assets when you pass away (your beneficiaries) and who you want to administer your estate when you die (your Executor). However, a common misconception […]

Death Taxes for Pennsylvania Residents

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Should you be worried about death taxes? Many Pennsylvania seniors share similar financial and estate planning goals. We want to be sure that we have enough resources to provide for our needs during our lifetime. And we want to pass a little something – as much as possible really – on to our families after […]

Mistakes Retirees Make—Beneficiaries with Special Needs

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[Pennsylvania retirees often make legal and estate planning mistakes because of a lack of accurate information and guidance. These mistakes can impact the retirees’ financial security and prevent them from achieving important goals.]  The existence of a child, grandchild, or other potential beneficiary with a disability (often referred to as “special needs”) complicates the estate […]