Blog posts by Rodgers & Associates on the subject of estate planning, including topics like planned giving to heirs, passing wealth through generations, and minimizing taxes
Why do the majority of wealth transfers fail? Learn how to have the right conversations with your heirs now so they can learn how to properly manage their inheritance.
Read on to learn more about each type of document and why each is important in helping to make sure your estate plan is in order.
It’s a great place to retire, but can be an expensive place to have an estate.
Why naming your Estate as your IRA Beneficiary may not be a good choice.
A spouse may not be the best beneficiary for your life insurance policy
Should you offer financial assistance to your children?
What you need to consider.
In many cases there are two separate groups of assets to be addressed.
While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inheritance tax is really something that all Pennsylvanians need to consider.