Estate Planning for Snowbirds

Posted · Add Comment

It’s that time of year when thoughts of living in a warm client appeal to those of us stuck in the frigid northeast.    Those who are blessed with the opportunity to spend part of their year in Florida or another warm climate, may be interested in some of the estate planning issues that arise when […]

What is a Will?

Posted · Add Comment

A Will is commonly defined as a document which disposes of a person’s property after their death. But   it can be much more than that, or sometimes less. A Will is also known as a “Last Will and Testament”. It is helpful to think of a Will as being a document that gives your instructions […]

Death Taxes for Pennsylvania Residents

Posted · Add Comment

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 […]