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.
Gifting to adult children can be a rewarding way to enrich their lives.
Why naming your Estate as your IRA Beneficiary may not be a good choice.
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.
Plan now to avoid a serious problem later.
You could help save your family a lot of stress and confusion.