In The News

“To care for those who once cared for us is one of the highest honors” – Tia Walker As we age, so do our loved ones. In childhood, our role transitions from being nurtured to becoming the caregiver. This involves taking on additional responsibilities and helping make choices that your parents would usually handle themselves. […]

The process of settling an estate in Pennsylvania involves naming a personal representative, collecting estate assets, filing appropriate forms with the Register of Wills, notifying heirs, providing public notice, paying all debts and taxes, and distributing the remaining assets to heirs named in the will or under the laws of intestacy if there is no […]

No one gets married with the plan to divorce eventually, but it is widely understood that roughly half of all marriages end in divorce. That statistic gets grimmer for second and third marriages. A divorce is one of those events in life that can be overwhelming, both mentally and financially. Divorce can be difficult financially, […]

Retirement marks a significant transition in one’s life. We all hope for a smooth transition from salaried to retired life. As you approach the five-year mark before retirement, it’s crucial to start making strategic decisions to ensure a smooth and financially secure transition. In this article, we’ll explore the top five considerations you should keep […]

Who doesn`t love receiving gifts? You may argue that it’s better to gift than to receive, but did you know that gifting assets to others can also be valuable for your estate planning needs? It’s important to understand what constitutes a gift, according to the IRS, and what that gift could cost you in taxes […]

You might be feeling left out after hearing radio commercials or seeing newspaper ads about living trusts. Or maybe your friends have set up a living trust, and you wonder if you should have one too. It’s important to realize that a living trust isn’t for everyone. Just like the title says, a revocable living […]

The global pandemic we’re facing has brought with it a struggling economy and job loss. Your financial situation may not be the same as it was six months ago. Although it might seem like the world is standing still, you and your financial situation do not have to be stagnant. Showing resilience in the face […]

Table of Contents In the US 29% of people 60 years old or older live alone 60% of the US adults don’t have estate planning documents When was the last time you updated your estate plan? Do you have long-term care insurance? Do you know how much you spend each year? When was the last […]