THE ROLE STUDENT LOAN DEBT PLAYS IN YOUR ESTATE PLAN

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Unfortunately, as the cost of higher education rises, the number of individuals with student load debt is increasing exponentially. As these debts increase, many individuals are forced to factor them in to their estate plan. According to the Consumer Finance Protection Bureau, between 2012 and 2017, the number of individuals, over the age of 60, […]

Being Mortal

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One major benefit of being semi-retired is that I have more time to “read” audio books each day while I walk and exercise.  This is given me the opportunity to catch up on books I have long wanted to read (e.g. Steinbeck’s East of Eden) as well as more current titles. I recently read a […]

The Big Financial Risk facing Pennsylvania Seniors

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Recently I wrote about how death taxes impact Pennsylvania residents and their heirs. The conclusion was that for most of us, federal death taxes are not an issue. And Pennsylvania’s inheritance tax can take a modest bite from our accumulated wealth. [See my recent article Death Taxes For Pennsylvania Residents] For many Pennsylvania seniors a […]