Many people with ties to Bucks County earn their living either running a small business themselves or being part of the business’s leadership. These businesses, which are often family owned, can make a Pennsylvanian financially comfortable if they succeed. For many if...
Choosing an executor for your estate is an important decision. However, not everyone in Bucks County is up to the task of administering your estate upon your task. The following are some tips to consider when naming someone in your will as executor to your estate. Tip...
"Simple, right?" Actually, matters surrounding inheritances to adult children are often light years away from being simple. Which makes that comment stated by professional money manager David Foster in a recent estate planning article decidedly tongue-in-cheek. Foster...
Commentators on estate planning often note that a wide swath of the general public feels a bit challenged - and even intimidated - by the subject matter and linked process.Many people think planning is only for notably wealthy individuals and families. Some would-be...
Pennsylvania estate planners might understandably do a double take when hearing a noted financial expert say, “Don’t end up like the Vanderbilts.” After all, that family is linked perhaps more than any other with astronomical wealth....
T. Eric Reich unquestionably commands some chops when it comes to offering knowledge and advice concerning personal finances and linked planning. Reich owns an asset management company and writes weekly on financial matters via the online Reich Report.Here is a point...
Estate planners across Pennsylvania obviously want to make everything seamless and optimal in the documents they prepare. Much is at stake concerning matters that can range widely from asset preservation, inheritances and lawful tax avoidance to guardianships,...
Experienced and empathetic attorneys recurrently discuss the essentials surrounding estate planning with individuals and families at the would-be stage of crafting personal strategies.And they frequently work around this hurdle, as noted in a recent Forbes article:...
The hard work of an owner that is inherent in running a company is mostly apparent at the entrepreneurial and inception stage, right? That is when business acumen merges with sweat equity to forge and guide a commercial creation and steer it to ongoing success.That is...
A contributor on estate planning writing for a national publication notes that, while trustees "typically charge for their service, the value they provide far outweighs their fees." Well, that is certainly the hope and best-case scenario. Candidly, and in cases where...
