March 4, 2022 •
Estate Planning 
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreJanuary 28, 2022 •
Estate Planning 
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
Read MoreDecember 9, 2021 •
Estate Planning 
Estate planning is making decisions today for what you want to happen in the future.
Read MoreOctober 15, 2021 •
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Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Read MoreOctober 6, 2021 •
Estate Planning ![]()
It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets. However, it also helps protect your loved ones from unnecessary hassle and expense – as well as potentially months, even years, tied up in the court system settling your estate.
Read MoreSeptember 13, 2021 •
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The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreSeptember 1, 2021 •
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A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you're trying to shield your wealth from taxes or pass it on to your children.
Read MoreAugust 31, 2021 •
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In her role as Philadelphia Register of Wills, Tracey Gordon has often heard people say they don’t want to discuss wills and estate planning with their relatives because they’ll think they’re out to get them, like it’s some elaborate and sinister plot torn straight from a Hollywood movie.
Read MoreAugust 24, 2021 •
Estate Planning ![]()
A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.
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