Oldwealth
Your guide for better financial decisions.
Digital Assets and Electronic Communications
Nearly everyone owns some form of digital assets. Under the Pennsylvania Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) and the Maryland Fiduciary Access to Digital Assets Act (MFADAA), digital assets are defined as “an electronic …
July 9, 2023
Economic Impact of COVID-19
Our nation has been faced with some incredible challenges in its relatively short history – revolutions, civil wars, world wars, cold wars, financial panics, and pandemics. Each of these challenges arose from unique and sometimes surprising …
April 1, 2020
Understanding the Complexities of an IRA
Did you know it has become increasingly common for individuals who retire or change employers to take their retirement funds with them? Transferring 401(k) or other funds from an employer’s qualified plan to an Individual Retirement Account (IRA) …
July 31, 2016
The Executor’s Role in the Estate Settlement Process
If asked to serve as the executor of the Last Will and Testament of a family member or friend, would you know what to do? The executor is generally appointed to oversee the administration of the estate, which can be both an honor and a significant …
January 31, 2016