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Blog Posts in November, 2014

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  • Taking Care of a Valuable Asset (You)
    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. This includes keeping yourself healthy, having sufficient insurance ...

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  • 3 Social Security Traps
    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 to avoid when taking your benefits. The Key Takeaways The longer you ...

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  • Pennsylvania Estate Planning for New Parents in 5 easy steps
    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 wealth. However, estate planning is something that adults of most ages ...

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  • What exactly does an Executor do?
    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, this blog is dedicated to demystifying the term. Being asked to serve as ...

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  • A Gun Trust Can Smooth Transfer of Firearms
    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 trickier still for guns Whether it is grandpa’s Browning rifle from World ...

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  • November Special Needs Seminar
    November Special Needs Seminar

    November 17th 2014

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