Wealth Articles
Your guide for better financial decisions.
Do I Have My Estate Planning Documents In Order?
Have you ever thought about your estate plan? We think about and plan many things in life such as when and where to go on vacation, how to save for retirement, when to buy a house, when to get married, when to start a family, but do we think about …
December 31, 2017
What Happens If You Die Without A Will?
If you die without a will in Pennsylvania, your assets will go to your closest relatives under state “intestate succession” laws. Dying intestate means that you effectively have no legal will in place at the date of death to state who should receive …
July 31, 2017
Who Can I Trust to Manage My Affairs?
It seems these days that we spend a vast amount of time and effort planning and juggling our time and endless list of to-do items. From planning our workday and doctor’s appointments to scheduling carpool and children’s activities, we are busier than …
April 30, 2017
What if you inherit an Individual Retirement Account (IRA)?
The traditional Individual Retirement Account, or IRA, came into existence in 1974 when Congress enacted the Employee Retirement Income Security Act, often referred to as ERISA. With the introduction of the IRA, anyone with earned income could …
February 28, 2017
Avoid the Urge to React
On Tuesday, November 8, United States citizens exercised their right to elect a new President, as well as federal, state, and local officials, and to decide any number of state-specific referenda, ending the “election exhaustion" that has been …
October 31, 2016
What is a Trust?
Since the Middle Ages, Trusts have been used as a means of having a third party take custody of and care for property at the request of another party. When the Romans would prepare to go off to battle, often for long periods of time, they would …
April 30, 2016