Aligning Your Legacy with Your Values

April is celebrated as National Volunteer Month, a time when the spirit of giving and volunteerism is in full bloom, encouraging us to reflect on the ways we can contribute to our communities and the causes dear to our hearts. It's a period that reminds us of the impact collective and individual actions can make. Beyond the hours spent volunteering, many of us also consider how we can extend our legacy of giving Read More

Making Your Childrens’ Inheritance More Valuable to Them

“More valuable” doesn’t necessarily mean “more money.” How you “gift wrap” their inheritance can make a huge difference in their security, and on the impact the inheritance has on their lives. A study by a national insurance company revealed that most inheritances were spent within 18 months! At this point, you may be turned off because it sounds like “controlling them from the grave.” In reality, it’s making their Read More

The Consequences of Neglecting Estate Planning

Many individuals and families often overlook the importance of estate planning, perceiving it as a task for the future or one irrelevant to their current situation. However, the absence of a well-structured estate plan can lead to a variety of problems and complications for the loved ones left behind. These issues often extend beyond simple asset distribution, impacting the emotional and financial well-being of Read More

Starting Off the New Year Right: Updating Your Estate Plan

The new year brings a time of reflection and planning, an opportunity for a fresh start. It is also an ideal moment to review your estate plan. This crucial step ensures that your documents remain aligned with your current life situation and wishes. An up-to-date estate plan provides peace of mind, knowing that your assets and loved ones are protected according to your latest intentions. Life and Family Changes Major Read More

IRAs & Incorporating Retirement Plans with Estate Planning

Those seeking retirement and estate planning at the same time may have come across IRAs at some point in their research. Self-directed Individual Retirement Accounts (IRAs) offer a unique avenue for individuals to exercise greater control over their investments. These financial tools allow individuals to diversify their retirement portfolios, often beyond the traditional stocks, bonds, and mutual funds, to include a Read More

Business Succession Planning: Preparing for the Future

Building a business is filled with challenges, triumphs, and countless decisions. Yet, as the horizon of your entrepreneurial voyage draws near, one paramount decision stands out: how to transition out of your enterprise gracefully and effectively.  With the stakes higher than ever, ensuring the longevity of your business legacy is critical. A tailored approach can safeguard your business's future and uphold your Read More

What’s the Most Important Thing About Your Estate Plan?

It’s common sense, really - the only thing that matters about your estate plan is this: Will it work when it’s needed? That’s true of your Power of Attorney, your Will, and (if you have one) your Trust. You may be thinking, “Of course it’s going to work - I paid an attorney to set it up for me.” OK, but how long ago was that? Here’s what happens sometimes at the bank or financial company - your helper needs to pay Read More

The Best Way to Ensure Care For Your Special Needs Child

People with special needs are often capable of living independently, developing their careers, and starting a family. However, for those with significant needs, families need to take measures to ensure that they live long and fulfilling lives. Whether they’re children or adults, it’s important to work with an estate planning attorney who empathizes with your family’s circumstances to develop a legal framework to Read More

Use Estate Planning to Preserve Your Money During Uncertain Economic Times

There is a constant ebb and flow of economic prosperity, and it’s not always easy to predict where and when the next “crisis” may come up. People are naturally anxious when our future is uncertain, but there are strategies that you can use to protect and preserve your hard-earned assets. Estate planning has the tools you need to gain the stability and peace of mind you deserve.  Assess the Economic Climate to Update Read More

Your “Golden Goose”

Check out our most recent article featured in the August/September 2023 issue of the Bucks County Women's Journal. Read More