beneficiaries


Are Gifts to Children Tax-Deductible?

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There is a way to receive a partial deduction for money that will eventually go to your children.

Should You Name Your Estate as Your IRA Beneficiary?

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Why naming your Estate as your IRA Beneficiary may not be a good choice.

How To Avoid Paying Taxes Twice on the Same Income

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What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting   

A Will Does Not Allocate All of Your Estate Assets

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In many cases there are two separate groups of assets to be addressed.

Do You Have an Estate Plan or Just a Fancy Piece of Paper?

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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.

Traditional IRAs Are Not Like Other Assets in Your Estate. Here’s Why.

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6 significant differences between IRAs and other financial assets.

Supreme Court: Inherited IRA Accounts Are Not Retirement Funds

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It makes sense when you consider why retirement accounts are protected.

The One IRA Mistake That Could Cost Your Family Thousands

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Each financial institution has a unique default beneficiary sequence.

Should You Pre-Plan or Pre-Pay Your Funeral?

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Here are points to consider.

Is a Simple Will Enough?

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Everyone’s situation is unique.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Clint Krushinsky is here to help you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and help you get to know us. If we are a potential fit for each other, Clint can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437