Posts in November, 2014

Nov 24 Taking Care of a Valuable Asset (You)

The combination of your talents, experience, and skills represents an asset. Like any asset, it should be managed and protected. ...

Nov 21 3 Social Security Traps

What you don’t know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps ...

Nov 19 Pennsylvania Estate Planning for New Parents in 5 easy steps

When we think of estate planning, we usually think of senior citizens, those approaching retirement, or those with significant ...

Nov 13 What Exactly Does an Executor Do?

In sitting with clients and drafting their estate plan, the question of "what exactly DOES an Executor do?" comes up often. So, ...

Nov 12 A Gun Trust Can Smooth Transfer of Firearms

Estate planning can get complicated when it involves transferring a collection of art, cars or other such possessions. It gets ...

Nov 11 November Special Needs Seminar

November 17th 2014