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
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
Ask the right questions now, and gain peace of mind for you and your family.
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.
Having a fully coordinated estate plan in place will allow you to have the peace of mind of knowing that your affairs will be handled as you intended.