Parents have a seemingly endless “to do” list, but one important item that may not be on their radar is estate planning. Many people,
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Common Law Marriage in Pennsylvania
Common law marriage in Pennsylvania was abolished on January 2, 2005. However, couples who entered into a common law marriage before that date are still
Reviewing Estate Planning Documents Upon Marriage
Many unmarried domestic partners create estate planning documents, often naming each other in various capacities (e.g. executor, agent under a power of attorney, beneficiary of
Should I Use a Trust?
Planning for the transfer of wealth to younger generations is a challenging process for successful families. Many want to leave their children enough so they
Marriott Hotel Heir Cut Out of Will Because He Divorced
John Marriott III said that his father, Bill Marriott, forced him out of the hotel empire and then cut him out of the family’s $3
Roy Orbison’s Sons Sue to Use his Likeness in Hologram Concert
Roy Orbison’s sons alleged that their former business partner is interfering with their new deal for an Orbison hologram tour. The Hollywood Reporter reports in
Can You Retire When You Want?
You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working now and want to make your
David Cassidy’s Will Cut out Daughter Katie
1970’s rock star David Cassidy cut his actress daughter out of his will years before he died. He directed that Katie, 31, whose mother was
How Do I Move Funds From a Traditional IRA into an HSA?
If you’re now on Medicare but had opened a health savings account (HSA) when still working and were covered by a high-deductible health insurance policy,
Estate Planning Also Deals with When You’re Living
A single man in his mid-40s with no real family may not understand why it’s important for him to do some estate planning. Hometown Life,
Baby Boomer Parents May Not be Leaving You a Bundle
Surprise! Leaving behind a pile of cash for heirs isn't a top priority for most baby boomers.
What’s the Difference Between “Legacy Planning” and Estate Planning”?
Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will
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Latest Posts
- The Trust Was Signed… So, Why Is the Family Still Going Through Probate?
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